Wells Fargo & Company shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $527k | 6.3k | 83.81 |
| 2025-06-30 | $503k | 6.3k | 80.11 |
| 2025-03-31 | $451k | 6.3k | 71.79 |
| 2024-12-31 | $433k | 6.2k | 70.24 |
| 2024-09-30 | $345k | 6.1k | 56.49 |
| 2024-06-30 | $361k | 6.1k | 59.39 |
More positions owned by Lakeridge Wealth Management
View all positions for Lakeridge Wealth Management