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Wells Fargo & Company shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 79k 56.49
2024-06-30 $5.7M 97k 59.39
2024-03-31 $5.5M 95k 57.96
2023-12-31 $4.6M 94k 49.22
2023-09-30 $3.5M 86k 40.86
2023-06-30 $3.4M 79k 42.68
2023-03-31 $2.4M 64k 37.38
2022-12-31 $2.2M 54k 41.29
2022-09-30 $2.4M 59k 40.22
2022-06-30 $2.6M 67k 39.18
2022-03-31 $3.4M 70k 48.46
2021-12-31 $3.3M 69k 47.97
2021-09-30 $3.7M 80k 46.41
2021-06-30 $3.8M 84k 45.29
2021-03-31 $2.3M 60k 39.07
2020-12-31 $1.7M 57k 29.75
2020-09-30 $1.8M 78k 23.01