Wells Fargo & Company shares owned by HB Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 136k | 83.82 |
| 2025-06-30 | $10M | 130k | 80.12 |
| 2025-03-31 | $8.2M | 114k | 71.79 |
| 2024-12-31 | $5.9M | 84k | 70.25 |
| 2024-09-30 | $4.1M | 73k | 56.49 |
| 2024-06-30 | $4.0M | 68k | 59.39 |
| 2024-03-31 | $3.6M | 63k | 57.96 |
| 2023-12-31 | $3.1M | 62k | 49.22 |
| 2023-09-30 | $2.6M | 63k | 40.86 |
| 2023-06-30 | $2.3M | 54k | 42.68 |
| 2023-03-31 | $1.5M | 39k | 37.38 |
| 2022-12-31 | $1.8M | 43k | 41.29 |
| 2022-09-30 | $1.8M | 45k | 40.22 |
| 2022-06-30 | $1.3M | 34k | 39.16 |
| 2022-03-31 | $1.8M | 38k | 48.47 |
| 2021-12-31 | $1.6M | 34k | 47.98 |
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