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
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 131k | 83.82 |
| 2025-06-30 | $11M | 131k | 80.12 |
| 2025-03-31 | $8.4M | 117k | 71.79 |
| 2024-12-31 | $6.9M | 99k | 70.24 |
| 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 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services