Wells Fargo & Company shares owned by Investment Advisory Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 4.0k | 83.82 |
| 2025-06-30 | $321k | 4.0k | 80.12 |
| 2025-03-31 | $230k | 3.2k | 71.78 |
| 2024-12-31 | $225k | 3.2k | 70.24 |
| 2024-09-30 | $338k | 6.0k | 56.49 |
| 2024-06-30 | $349k | 5.9k | 59.39 |
| 2024-03-31 | $340k | 5.9k | 57.96 |
| 2023-12-31 | $288k | 5.8k | 49.22 |
| 2023-09-30 | $235k | 5.7k | 40.86 |
| 2023-06-30 | $242k | 5.7k | 42.68 |
| 2023-03-31 | $231k | 6.2k | 37.38 |
| 2022-12-31 | $255k | 6.2k | 41.29 |
| 2022-09-30 | $251k | 6.2k | 40.21 |
| 2022-06-30 | $244k | 6.2k | 39.09 |
| 2022-03-31 | $303k | 6.2k | 48.55 |
| 2021-12-31 | $404k | 6.8k | 59.06 |