Wells Fargo & Company shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 83.82 |
| 2025-06-30 | $911k | 13k | 70.69 |
| 2025-03-31 | $926k | 13k | 71.79 |
| 2024-12-31 | $904k | 13k | 70.24 |
| 2024-09-30 | $726k | 13k | 56.49 |
| 2024-06-30 | $762k | 13k | 59.39 |