Wells Fargo & Company shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $24M | 298k | 80.12 |
| 2025-03-31 | $17M | 240k | 71.79 |
| 2024-12-31 | $12M | 172k | 70.24 |
| 2024-09-30 | $12M | 206k | 56.49 |
| 2024-06-30 | $11M | 179k | 59.39 |
| 2024-03-31 | $7.4M | 128k | 57.96 |
| 2023-12-31 | $6.8M | 139k | 49.22 |
| 2023-09-30 | $5.7M | 140k | 40.86 |
| 2023-06-30 | $4.3M | 11k | 395.36 |
| 2023-03-31 | $249k | 3.5k | 71.69 |
| 2022-12-31 | $4.6M | 110k | 41.29 |
| 2022-09-30 | $4.8M | 120k | 40.22 |
| 2022-06-30 | $4.6M | 117k | 39.17 |
| 2022-03-31 | $5.5M | 114k | 48.46 |
| 2021-12-31 | $5.7M | 120k | 47.98 |
| 2021-09-30 | $5.6M | 145k | 38.47 |
| 2021-06-30 | $5.5M | 122k | 45.29 |
| 2021-03-31 | $3.8M | 97k | 39.07 |
| 2020-12-31 | $1.7M | 57k | 30.18 |
| 2020-09-30 | $1.4M | 58k | 23.51 |
| 2020-06-30 | $1.7M | 67k | 25.61 |
| 2020-03-31 | $2.0M | 71k | 28.70 |
| 2019-12-31 | $2.8M | 52k | 53.79 |
| 2019-09-30 | $2.3M | 45k | 50.43 |
| 2019-06-30 | $2.3M | 49k | 47.33 |
| 2018-12-31 | $2.6M | 57k | 46.07 |
| 2018-09-30 | $3.1M | 59k | 52.55 |
| 2018-06-30 | $2.2M | 41k | 55.44 |
| 2018-03-31 | $2.2M | 42k | 52.41 |
| 2017-12-31 | $2.2M | 36k | 60.66 |
| 2017-09-30 | $1.3M | 23k | 55.15 |
| 2017-06-30 | $1.4M | 26k | 55.42 |
| 2017-03-31 | $1.3M | 24k | 55.68 |
| 2016-12-31 | $1.3M | 24k | 54.60 |
| 2016-09-30 | $1.6M | 35k | 44.28 |
| 2016-06-30 | $2.3M | 49k | 47.32 |
| 2016-03-31 | $1.5M | 31k | 48.35 |
| 2015-12-31 | $1.3M | 23k | 54.34 |
| 2015-09-30 | $1.2M | 23k | 51.34 |
| 2015-06-30 | $1.3M | 22k | 56.24 |
| 2015-03-31 | $1.2M | 21k | 54.40 |
| 2014-12-31 | $1.4M | 26k | 54.81 |
| 2014-09-30 | $1.3M | 25k | 51.87 |
| 2014-06-30 | $707k | 14k | 52.53 |
| 2014-03-31 | $405k | 8.1k | 49.73 |
| 2013-12-31 | $390k | 8.6k | 45.44 |
| 2013-09-30 | $362k | 8.8k | 41.28 |
| 2013-06-30 | $306k | 7.4k | 41.31 |
| 2013-03-31 | $325k | 8.8k | 36.94 |
| 2012-09-30 | $201k | 5.8k | 34.52 |
| 2012-06-30 | $227k | 6.8k | 33.47 |