Freestone Capital Holdings »

Wells Fargo & Company shares owned by Freestone Capital Holdings

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Freestone Capital Holdings from 13F filings

Historical chart of Freestone Capital Holdings investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 216k 59.39
2024-03-31 $13M 221k 57.96
2023-12-31 $9.4M 191k 49.22
2023-09-30 $8.3M 202k 40.86
2023-06-30 $7.8M 183k 42.68
2023-03-31 $6.2M 165k 37.38
2022-12-31 $6.8M 165k 41.29
2022-09-30 $6.6M 165k 40.22
2022-06-30 $6.8M 175k 39.17
2022-03-31 $8.9M 183k 48.46
2021-12-31 $8.9M 186k 47.98
2021-09-30 $8.4M 181k 46.41
2021-06-30 $7.7M 170k 45.29
2021-03-31 $2.8M 71k 39.08
2020-12-31 $3.1M 103k 30.18
2020-09-30 $1.6M 69k 23.51
2020-06-30 $6.3M 245k 25.60
2020-03-31 $4.9M 170k 28.70
2019-12-31 $6.0M 111k 53.80
2019-09-30 $3.7M 73k 50.44
2019-06-30 $2.7M 57k 47.32
2019-03-31 $2.6M 55k 48.32
2018-12-31 $2.8M 60k 46.08
2018-09-30 $4.1M 79k 52.56
2018-06-30 $4.6M 82k 55.45
2018-03-31 $1.9M 36k 52.41
2017-12-31 $2.4M 40k 60.68
2017-09-30 $2.5M 45k 55.15
2017-06-30 $2.8M 51k 55.41
2017-03-31 $3.0M 54k 55.66
2016-12-31 $3.0M 55k 55.11
2016-09-30 $1.6M 36k 44.29
2016-06-30 $1.7M 36k 47.32
2016-03-31 $1.8M 37k 48.37
2015-12-31 $1.8M 33k 54.36
2015-09-30 $1.7M 34k 51.36
2013-09-30 $263k 7.6k 34.69

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon Put Option (AMZN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Nike CL B (NKE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Freestone Capital Holdings

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Northern Trust

View all funds holding Wells Fargo & Company