Wells Fargo & Company shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $478k | 5.1k | 93.20 |
| 2025-09-30 | $397k | 4.7k | 83.82 |
| 2025-06-30 | $229k | 2.9k | 80.12 |
| 2024-03-31 | $229k | 3.9k | 57.96 |
| 2019-12-31 | $375k | 7.0k | 53.83 |
| 2019-09-30 | $278k | 5.5k | 50.43 |
| 2019-06-30 | $321k | 6.8k | 47.36 |
| 2019-03-31 | $328k | 6.8k | 48.35 |
| 2018-12-31 | $278k | 6.0k | 46.16 |
| 2018-09-30 | $316k | 6.0k | 52.50 |
| 2018-03-31 | $292k | 5.6k | 52.45 |
| 2017-12-31 | $339k | 5.6k | 60.65 |
More positions owned by Holistic Financial Partners
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