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
Download as csvQuarterly 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 |
More positions owned by Family Management Corporation
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