Wells Fargo & Company shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $226k | 3.8k | 59.39 |
| 2024-03-31 | $220k | 3.8k | 57.96 |
| 2023-12-31 | $187k | 3.8k | 49.22 |
| 2023-09-30 | $454k | 11k | 40.86 |
| 2023-06-30 | $507k | 12k | 42.68 |
| 2023-03-31 | $503k | 13k | 37.38 |
| 2022-12-31 | $771k | 19k | 41.29 |
| 2022-09-30 | $555k | 14k | 40.19 |
| 2022-06-30 | $509k | 13k | 39.20 |
| 2022-03-31 | $730k | 15k | 48.44 |
| 2021-12-31 | $643k | 13k | 47.99 |
| 2021-09-30 | $547k | 12k | 46.42 |
| 2021-06-30 | $686k | 15k | 45.30 |
| 2021-03-31 | $518k | 13k | 39.07 |
| 2020-12-31 | $474k | 16k | 30.21 |
| 2020-09-30 | $405k | 17k | 23.51 |
| 2020-06-30 | $503k | 20k | 25.62 |
| 2020-03-31 | $570k | 20k | 28.70 |
| 2019-12-31 | $1.0M | 19k | 53.78 |
| 2019-09-30 | $1.1M | 22k | 50.44 |
| 2019-06-30 | $1.3M | 27k | 47.30 |
| 2019-03-31 | $729k | 15k | 48.35 |
| 2018-12-31 | $778k | 17k | 46.07 |
| 2018-09-30 | $927k | 18k | 52.58 |
| 2018-06-30 | $982k | 18k | 55.46 |
| 2018-03-31 | $880k | 17k | 52.39 |
| 2017-12-31 | $23M | 381k | 60.67 |
| 2017-09-30 | $21M | 380k | 55.15 |
| 2017-06-30 | $32M | 576k | 55.41 |
| 2017-03-31 | $31M | 565k | 55.66 |
| 2016-12-31 | $31M | 563k | 55.11 |
| 2016-09-30 | $25M | 565k | 44.28 |
| 2016-06-30 | $27M | 575k | 47.33 |
| 2016-03-31 | $28M | 582k | 48.36 |
| 2015-12-31 | $31M | 573k | 54.36 |
| 2015-09-30 | $28M | 538k | 51.35 |
| 2015-06-30 | $30M | 525k | 56.24 |
| 2015-03-31 | $29M | 529k | 54.40 |
| 2014-12-31 | $27M | 489k | 54.82 |
| 2014-09-30 | $25M | 476k | 51.87 |
| 2014-06-30 | $24M | 458k | 52.56 |
| 2014-03-31 | $22M | 441k | 49.74 |
| 2013-12-31 | $19M | 424k | 45.40 |
| 2013-09-30 | $10M | 245k | 41.32 |
| 2013-06-30 | $9.4M | 228k | 41.27 |
| 2013-03-31 | $451k | 12k | 36.96 |
| 2012-12-31 | $354k | 10k | 34.20 |
| 2012-09-30 | $550k | 16k | 34.50 |
| 2012-06-30 | $530k | 16k | 33.41 |
| 2012-03-31 | $902k | 26k | 34.14 |
| 2011-12-31 | $393k | 14k | 27.57 |