Wells Fargo & Company shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 269k | 47.04 |
| 2024-06-30 | $5.3M | 89k | 59.40 |
| 2024-03-31 | $7.5M | 130k | 57.96 |
| 2023-12-31 | $6.3M | 129k | 49.22 |
| 2023-09-30 | $5.0M | 122k | 40.86 |
| 2023-06-30 | $5.2M | 122k | 42.68 |
| 2023-03-31 | $4.5M | 121k | 37.38 |
| 2022-12-31 | $5.8M | 140k | 41.29 |
| 2022-09-30 | $279k | 6.9k | 40.21 |
| 2022-06-30 | $374k | 9.6k | 39.13 |
| 2022-03-31 | $499k | 10k | 48.43 |
| 2021-12-31 | $1.6M | 54k | 30.18 |
| 2021-09-30 | $551k | 12k | 46.41 |
| 2021-06-30 | $790k | 20k | 39.07 |
| 2021-03-31 | $790k | 20k | 39.07 |
| 2020-12-31 | $1.6M | 54k | 30.18 |
| 2020-09-30 | $2.4M | 102k | 23.51 |
| 2020-06-30 | $2.5M | 97k | 25.60 |
| 2020-03-31 | $1.9M | 65k | 28.69 |
| 2019-12-31 | $2.9M | 54k | 53.82 |
| 2019-09-30 | $2.7M | 53k | 50.45 |
| 2019-06-30 | $2.3M | 49k | 47.30 |
| 2019-03-31 | $2.6M | 54k | 48.33 |
| 2018-12-31 | $5.9M | 128k | 46.08 |
| 2018-09-30 | $1.7M | 32k | 52.57 |
| 2018-06-30 | $2.5M | 46k | 55.45 |
| 2018-03-31 | $4.0M | 76k | 52.40 |
| 2017-12-31 | $14M | 231k | 60.67 |
| 2017-09-30 | $44M | 805k | 55.15 |
| 2017-06-30 | $45M | 810k | 55.41 |
| 2017-03-31 | $44M | 783k | 55.66 |
| 2016-12-31 | $42M | 760k | 55.11 |
| 2016-09-30 | $33M | 738k | 44.28 |
| 2016-06-30 | $36M | 764k | 47.33 |
| 2016-03-31 | $39M | 810k | 48.36 |
More positions owned by Kovitz Investment Group Partners
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