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Wells Fargo & Company shares owned by Family Management Corporation

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Family Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Family Management Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $543k 6.5k 83.82
2025-06-30 $347k 4.3k 80.12
2022-12-31 $210k 5.1k 41.29
2021-03-31 $202k 5.2k 39.05
2019-12-31 $311k 5.8k 53.78
2019-09-30 $260k 5.1k 50.51
2018-06-30 $3.0M 55k 55.44
2018-03-31 $2.8M 53k 52.41
2014-09-30 $3.9M 75k 51.87
2014-06-30 $4.1M 78k 52.56
2014-03-31 $3.9M 78k 49.74
2013-12-31 $5.6M 123k 45.40
2013-09-30 $5.1M 125k 41.32
2013-06-30 $6.4M 155k 41.27
2013-03-31 $5.8M 156k 36.99
2012-12-31 $5.4M 158k 34.18
2012-09-30 $3.0M 87k 34.53
2012-06-30 $502k 15k 33.47
2012-03-31 $512k 15k 34.13