Key Client Fiduciary Advisors »

Wells Fargo & Company shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $376k 6.7k 56.49
2024-06-30 $371k 6.2k 59.39
2024-03-31 $370k 6.4k 57.96
2023-12-31 $252k 5.1k 49.22
2023-09-30 $209k 5.1k 40.86
2023-06-30 $217k 5.1k 42.68
2022-12-31 $207k 5.0k 41.29