Wells Fargo & Company shares owned by Lebenthal Global Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lebenthal Global Advisors
from 13F filings
Historical chart of Lebenthal Global Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Lebenthal Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 17k | 83.82 |
| 2025-06-30 | $1.3M | 16k | 80.12 |
| 2025-03-31 | $1.1M | 15k | 71.79 |
| 2024-12-31 | $1.1M | 15k | 70.24 |
| 2024-09-30 | $829k | 15k | 56.49 |
| 2024-06-30 | $858k | 14k | 59.39 |
| 2024-03-31 | $871k | 15k | 57.96 |
| 2023-12-31 | $892k | 18k | 49.22 |
| 2023-09-30 | $741k | 18k | 40.86 |
| 2023-06-30 | $792k | 19k | 42.68 |
| 2022-09-30 | $744k | 19k | 40.20 |
| 2022-06-30 | $724k | 19k | 39.12 |
| 2022-03-31 | $633k | 13k | 48.41 |
| 2021-12-31 | $435k | 9.1k | 47.94 |