Wells Fargo & Company shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 126k | 83.82 |
| 2025-06-30 | $5.8M | 72k | 80.12 |
| 2025-03-31 | $5.7M | 79k | 71.79 |
| 2024-12-31 | $9.1M | 129k | 70.24 |
| 2024-09-30 | $7.4M | 132k | 56.49 |
| 2024-06-30 | $8.5M | 143k | 59.39 |
| 2024-03-31 | $9.4M | 161k | 57.96 |
| 2023-12-31 | $8.4M | 170k | 49.22 |
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