Wells Fargo & Company shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 2.6k | 83.82 |
| 2025-06-30 | $205k | 2.6k | 80.12 |
| 2024-12-31 | $200k | 2.6k | 78.37 |
| 2022-12-31 | $220k | 4.7k | 47.23 |
More positions owned by Kapstone Financial Advisors
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