Wells Fargo & Company shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 3.9k | 83.83 |
| 2025-06-30 | $275k | 3.4k | 80.13 |
| 2025-03-31 | $236k | 3.3k | 71.80 |
| 2024-12-31 | $262k | 3.7k | 70.25 |