Wells Fargo & Company shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 37k | 56.49 |
| 2024-06-30 | $2.2M | 38k | 59.39 |
| 2024-03-31 | $2.2M | 38k | 57.96 |
| 2023-09-30 | $1.6M | 38k | 40.86 |
| 2023-06-30 | $1.6M | 38k | 42.68 |
| 2023-03-31 | $1.5M | 39k | 37.38 |
| 2022-12-31 | $1.6M | 39k | 41.29 |
| 2022-09-30 | $1.6M | 40k | 40.31 |
| 2022-06-30 | $1.6M | 40k | 39.53 |
| 2022-03-31 | $1.9M | 39k | 48.84 |
| 2021-12-31 | $2.0M | 42k | 47.97 |
| 2021-09-30 | $2.0M | 44k | 46.31 |
| 2021-06-30 | $2.0M | 45k | 44.97 |
| 2021-03-31 | $1.8M | 46k | 38.93 |
| 2020-12-31 | $1.7M | 56k | 30.41 |
| 2020-09-30 | $1.8M | 75k | 23.51 |
| 2020-06-30 | $2.0M | 79k | 25.60 |
| 2020-03-31 | $2.6M | 89k | 28.69 |
| 2019-12-31 | $5.3M | 98k | 53.71 |
| 2019-09-30 | $5.1M | 101k | 50.53 |
| 2019-06-30 | $4.9M | 104k | 47.32 |
| 2019-03-31 | $5.1M | 106k | 48.42 |
| 2018-12-31 | $5.0M | 109k | 46.08 |
| 2018-09-30 | $6.2M | 117k | 52.52 |
| 2018-06-30 | $7.3M | 131k | 55.44 |
| 2018-03-31 | $6.5M | 124k | 52.37 |
| 2017-12-31 | $7.9M | 131k | 60.72 |
| 2017-09-30 | $7.4M | 134k | 55.15 |
| 2017-06-30 | $7.4M | 133k | 55.34 |
| 2017-03-31 | $7.7M | 139k | 55.66 |
| 2016-12-31 | $7.7M | 139k | 55.28 |
| 2016-09-30 | $6.7M | 152k | 44.28 |
| 2016-06-30 | $7.3M | 155k | 47.31 |
| 2016-03-31 | $7.8M | 162k | 48.36 |
| 2015-12-31 | $9.0M | 165k | 54.35 |
| 2015-09-30 | $8.4M | 165k | 50.99 |
| 2015-06-30 | $9.2M | 165k | 55.78 |
| 2015-03-31 | $9.1M | 168k | 54.35 |
| 2014-12-31 | $9.2M | 169k | 54.66 |
| 2014-09-30 | $10M | 193k | 51.71 |
| 2014-06-30 | $10M | 195k | 52.75 |
| 2014-03-31 | $10M | 201k | 49.41 |
| 2013-12-31 | $9.5M | 208k | 45.40 |
| 2013-09-30 | $8.7M | 212k | 41.05 |
| 2013-06-30 | $8.8M | 214k | 41.25 |
| 2013-03-31 | $7.6M | 206k | 36.97 |
| 2012-09-30 | $3.1M | 90k | 34.04 |
| 2012-03-31 | $1.8M | 54k | 34.15 |
| 2011-12-31 | $449k | 16k | 27.64 |
| 2011-09-30 | $325k | 14k | 23.39 |
| 2011-06-30 | $429k | 15k | 27.78 |
| 2011-03-31 | $720k | 22k | 32.16 |
| 2010-12-31 | $765k | 25k | 30.70 |
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