Wells Fargo & Company shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $46M | 556k | 82.64 |
| 2026-03-31 | $17M | 210k | 79.61 |
| 2025-12-31 | $19M | 205k | 93.20 |
| 2025-09-30 | $16M | 194k | 83.82 |
| 2025-06-30 | $13M | 167k | 80.12 |
| 2025-03-31 | $11M | 159k | 71.79 |
| 2024-12-31 | $12M | 177k | 70.24 |
| 2024-09-30 | $30M | 537k | 56.49 |
| 2024-06-30 | $31M | 526k | 58.09 |
| 2024-03-31 | $9.7M | 167k | 57.96 |
| 2023-12-31 | $7.6M | 155k | 49.22 |
| 2023-09-30 | $6.6M | 162k | 40.86 |
| 2023-06-30 | $6.7M | 156k | 42.68 |
| 2023-03-31 | $6.2M | 165k | 37.38 |
| 2022-12-31 | $8.8M | 213k | 41.29 |
| 2022-09-30 | $8.9M | 222k | 40.22 |
| 2022-06-30 | $7.8M | 200k | 39.17 |
| 2022-03-31 | $9.1M | 187k | 48.46 |
| 2021-12-31 | $8.1M | 170k | 47.98 |
| 2021-09-30 | $17M | 368k | 46.41 |
| 2021-06-30 | $8.4M | 185k | 45.29 |
| 2021-03-31 | $7.4M | 189k | 39.07 |
| 2020-12-31 | $6.7M | 226k | 29.75 |
| 2020-09-30 | $2.6M | 111k | 23.52 |