Wells Fargo & Company shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 3.7k | 83.81 |
| 2025-06-30 | $297k | 3.7k | 80.12 |
| 2025-03-31 | $1.1M | 15k | 71.79 |
| 2024-06-30 | $321k | 5.4k | 59.39 |
| 2022-03-31 | $682k | 14k | 48.47 |
| 2021-09-30 | $0 | 1 | 0.00 |
| 2020-06-30 | $579k | 23k | 25.58 |
| 2020-03-31 | $610k | 21k | 28.66 |
| 2019-12-31 | $1.1M | 21k | 53.79 |
| 2019-06-30 | $0 | 1 | 0.00 |
| 2017-12-31 | $568k | 9.2k | 62.02 |
| 2017-09-30 | $499k | 9.1k | 55.13 |
| 2017-06-30 | $528k | 9.5k | 55.53 |
| 2017-03-31 | $512k | 9.3k | 55.01 |
| 2016-12-31 | $25k | 455 | 54.95 |