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Wells Fargo & Company shares owned by Kestra Investment Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Kestra Investment Management from 13F filings

Historical chart of Kestra Investment Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Kestra Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 17k 83.82
2025-06-30 $1.3M 17k 80.12
2025-03-31 $512k 7.1k 71.79
2024-12-31 $581k 8.3k 70.25
2024-09-30 $428k 7.6k 56.49