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
Download as csvQuarterly 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 |