Wells Fargo & Company shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 27k | 79.73 |
| 2025-06-30 | $1.8M | 23k | 80.12 |
| 2025-03-31 | $1.8M | 25k | 71.79 |
| 2024-12-31 | $1.6M | 23k | 70.24 |
| 2024-09-30 | $1.1M | 20k | 56.49 |
| 2024-06-30 | $1.2M | 21k | 59.39 |
| 2024-03-31 | $1.2M | 21k | 57.96 |
| 2023-12-31 | $1.0M | 21k | 49.22 |
| 2023-09-30 | $911k | 22k | 40.86 |
| 2023-06-30 | $782k | 18k | 42.68 |
| 2023-03-31 | $2.0M | 37k | 54.76 |
| 2022-12-31 | $1.3M | 31k | 41.29 |
| 2022-09-30 | $612k | 15k | 40.24 |
| 2022-06-30 | $427k | 11k | 39.18 |
| 2022-03-31 | $685k | 14k | 48.43 |
| 2021-12-31 | $692k | 14k | 47.99 |
| 2021-09-30 | $665k | 14k | 46.40 |
| 2021-06-30 | $636k | 14k | 45.28 |
| 2021-03-31 | $607k | 16k | 39.06 |
| 2020-12-31 | $441k | 15k | 30.15 |
| 2020-09-30 | $391k | 17k | 23.50 |
| 2020-06-30 | $417k | 16k | 25.61 |
| 2020-03-31 | $529k | 18k | 28.71 |
| 2019-12-31 | $857k | 16k | 53.78 |
| 2019-09-30 | $943k | 19k | 50.44 |
| 2019-06-30 | $878k | 19k | 47.34 |
| 2019-03-31 | $971k | 20k | 48.31 |
| 2018-12-31 | $865k | 19k | 46.07 |
| 2018-09-30 | $1.0M | 20k | 52.58 |
| 2018-06-30 | $1.2M | 21k | 55.42 |
| 2018-03-31 | $1.1M | 22k | 52.40 |
| 2017-12-31 | $1.3M | 22k | 60.69 |
| 2017-09-30 | $989k | 18k | 55.14 |
| 2017-06-30 | $974k | 18k | 55.41 |
| 2017-03-31 | $1.0M | 19k | 55.67 |
| 2016-12-31 | $1.2M | 21k | 55.12 |
| 2016-09-30 | $1.5M | 35k | 44.27 |
| 2016-06-30 | $1.5M | 32k | 47.33 |
| 2016-03-31 | $1.6M | 34k | 48.36 |
| 2015-12-31 | $1.5M | 27k | 54.37 |
| 2015-09-30 | $1.4M | 26k | 51.36 |
| 2015-06-30 | $1.3M | 24k | 56.25 |
| 2015-03-31 | $1.2M | 23k | 54.39 |
| 2014-12-31 | $1.0M | 19k | 54.80 |
| 2014-09-30 | $881k | 17k | 51.90 |
| 2014-06-30 | $875k | 17k | 52.56 |
| 2014-03-31 | $819k | 17k | 49.77 |
| 2013-12-31 | $739k | 16k | 45.39 |
| 2013-09-30 | $837k | 20k | 41.33 |
| 2013-06-30 | $800k | 19k | 41.27 |
| 2013-03-31 | $605k | 16k | 36.99 |
| 2012-12-31 | $575k | 17k | 34.18 |
| 2012-09-30 | $608k | 18k | 34.55 |
| 2012-06-30 | $542k | 16k | 33.43 |
| 2012-03-31 | $470k | 14k | 34.13 |
| 2011-12-31 | $287k | 10k | 27.82 |
| 2011-09-30 | $236k | 9.8k | 24.08 |