Wells Fargo & Company shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 8.0k | 83.82 |
| 2025-06-30 | $637k | 8.0k | 80.12 |
| 2025-03-31 | $573k | 8.0k | 71.79 |
| 2024-12-31 | $536k | 7.6k | 70.24 |
| 2024-09-30 | $489k | 8.7k | 56.49 |
| 2024-03-31 | $524k | 9.0k | 57.96 |
| 2023-12-31 | $389k | 7.9k | 49.22 |
| 2022-12-31 | $277k | 6.7k | 41.29 |
| 2022-09-30 | $252k | 6.3k | 40.24 |