Wells Fargo & Company shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $784k | 8.4k | 93.20 |
| 2025-09-30 | $750k | 9.0k | 83.82 |
| 2025-06-30 | $722k | 9.0k | 80.12 |
| 2025-03-31 | $655k | 9.1k | 71.79 |
| 2024-12-31 | $774k | 11k | 70.24 |
| 2024-09-30 | $706k | 13k | 56.49 |
| 2024-06-30 | $742k | 13k | 59.39 |
| 2024-03-31 | $824k | 14k | 57.96 |
| 2023-12-31 | $761k | 16k | 49.22 |
| 2023-09-30 | $595k | 15k | 40.86 |
| 2023-06-30 | $626k | 15k | 42.68 |
| 2023-03-31 | $548k | 15k | 37.38 |
| 2022-12-31 | $622k | 15k | 41.29 |
| 2022-09-30 | $614k | 15k | 40.24 |
| 2022-06-30 | $619k | 16k | 39.18 |
| 2022-03-31 | $773k | 16k | 48.45 |
| 2021-12-31 | $772k | 16k | 47.97 |
| 2021-09-30 | $761k | 16k | 46.40 |
| 2021-06-30 | $743k | 16k | 45.30 |
| 2021-03-31 | $680k | 17k | 39.08 |
| 2020-12-31 | $519k | 17k | 30.20 |
| 2020-09-30 | $347k | 15k | 23.52 |
| 2020-06-30 | $370k | 15k | 25.60 |
| 2020-03-31 | $418k | 15k | 28.71 |
| 2019-12-31 | $762k | 14k | 53.81 |
| 2019-09-30 | $721k | 14k | 50.45 |
| 2019-06-30 | $706k | 15k | 47.29 |
| 2019-03-31 | $721k | 15k | 48.29 |
| 2018-12-31 | $755k | 16k | 46.06 |
| 2018-09-30 | $97k | 1.8k | 52.66 |
| 2018-06-30 | $790k | 14k | 55.43 |
| 2018-03-31 | $14M | 14k | 1000.00 |
| 2017-12-31 | $900k | 15k | 60.63 |
| 2017-09-30 | $819k | 15k | 55.18 |
| 2017-06-30 | $852k | 15k | 55.44 |
| 2017-03-31 | $855k | 15k | 55.63 |
| 2016-12-31 | $705k | 13k | 55.14 |
| 2016-09-30 | $649k | 15k | 44.29 |
| 2016-06-30 | $523k | 11k | 47.37 |
| 2016-03-31 | $776k | 16k | 48.38 |
| 2015-12-31 | $872k | 16k | 54.36 |
| 2015-09-30 | $1.1M | 21k | 51.36 |
| 2015-06-30 | $1.2M | 21k | 56.24 |
| 2015-03-31 | $1.1M | 21k | 54.38 |
| 2014-12-31 | $1.1M | 21k | 54.80 |
| 2014-09-30 | $1.1M | 21k | 51.85 |
| 2014-06-30 | $1.1M | 21k | 52.57 |
| 2014-03-31 | $1.0M | 21k | 49.74 |
| 2013-12-31 | $1.0M | 22k | 45.41 |
| 2013-09-30 | $926k | 22k | 41.31 |
| 2013-06-30 | $949k | 23k | 41.27 |
| 2013-03-31 | $906k | 25k | 36.98 |
| 2012-12-31 | $892k | 26k | 34.18 |