Wells Fargo & Company shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 45k | 83.82 |
| 2025-06-30 | $3.9M | 49k | 80.12 |
| 2025-03-31 | $3.3M | 46k | 71.79 |
| 2024-12-31 | $2.9M | 41k | 70.24 |
| 2024-09-30 | $1.9M | 34k | 56.49 |
| 2024-06-30 | $568k | 9.6k | 59.39 |
| 2024-03-31 | $454k | 7.8k | 57.96 |
| 2023-12-31 | $433k | 8.8k | 49.22 |
| 2023-09-30 | $371k | 9.1k | 40.86 |
| 2023-06-30 | $403k | 9.4k | 42.68 |
| 2023-03-31 | $382k | 10k | 37.38 |
| 2022-12-31 | $392k | 9.5k | 41.29 |
| 2022-09-30 | $434k | 11k | 40.22 |
| 2022-06-30 | $669k | 17k | 39.17 |
| 2022-03-31 | $2.4M | 50k | 48.46 |
| 2021-12-31 | $887k | 19k | 47.99 |
| 2021-09-30 | $1.1M | 24k | 46.42 |
| 2021-06-30 | $1.7M | 38k | 45.30 |
| 2021-03-31 | $939k | 24k | 39.06 |
More positions owned by Gladstone Institutional Advisory
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