Wells Fargo & Company shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 35k | 83.82 |
| 2025-06-30 | $3.5M | 44k | 80.12 |
| 2025-03-31 | $2.7M | 38k | 71.79 |
| 2024-12-31 | $1.7M | 25k | 70.24 |
| 2024-09-30 | $1.2M | 22k | 56.49 |
| 2024-06-30 | $1.2M | 20k | 59.39 |
| 2024-03-31 | $1.7M | 29k | 57.96 |
| 2023-12-31 | $1.5M | 30k | 48.73 |
| 2023-09-30 | $2.2M | 55k | 40.86 |
| 2023-06-30 | $1.5M | 36k | 42.68 |
| 2023-03-31 | $1.5M | 40k | 37.38 |
| 2022-12-31 | $1.5M | 36k | 41.29 |
| 2022-09-30 | $1.0M | 26k | 40.23 |
| 2022-06-30 | $633k | 16k | 39.50 |
| 2022-03-31 | $521k | 11k | 46.31 |
| 2021-12-31 | $543k | 9.6k | 56.39 |
| 2021-09-30 | $236k | 4.9k | 48.04 |
| 2019-12-31 | $270k | 5.1k | 53.15 |
| 2019-09-30 | $366k | 7.5k | 48.49 |
| 2019-06-30 | $321k | 6.7k | 47.70 |
| 2019-03-31 | $298k | 6.2k | 48.38 |
| 2018-12-31 | $312k | 6.3k | 49.26 |
| 2018-09-30 | $399k | 7.6k | 52.51 |
| 2018-06-30 | $337k | 6.1k | 55.49 |
More positions owned by Foundations Investment Advisors
View all positions for Foundations Investment Advisors