Wells Fargo & Company shares owned by Klingman & Associates
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $873k | 10k | 83.82 |
| 2025-06-30 | $299k | 3.7k | 80.12 |
| 2017-12-31 | $552k | 9.1k | 60.72 |
| 2016-09-30 | $58k | 1.3k | 44.51 |
| 2016-06-30 | $62k | 1.3k | 47.58 |
| 2016-03-31 | $63k | 1.3k | 48.35 |
| 2015-12-31 | $71k | 1.3k | 54.49 |
| 2015-09-30 | $323k | 6.3k | 51.25 |
| 2015-06-30 | $73k | 1.3k | 56.02 |
| 2015-03-31 | $71k | 1.3k | 54.49 |
| 2014-12-31 | $71k | 1.3k | 54.49 |