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Wells Fargo & Company shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $445k 5.6k 80.12
2025-06-30 $398k 5.5k 71.80
2025-03-31 $403k 5.7k 70.23
2024-12-31 $474k 8.4k 56.49
2024-09-30 $496k 8.4k 59.39