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Wells Fargo & Company shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $52k 555 93.20
2021-03-31 $22k 555 39.64
2020-12-31 $17k 555 30.63
2020-09-30 $13k 555 23.42
2020-06-30 $14k 555 25.23
2020-03-31 $16k 555 28.83
2019-12-31 $30k 555 54.05
2019-09-30 $44k 867 50.75
2019-06-30 $67k 1.4k 47.48
2019-03-31 $42k 870 48.28
2018-12-31 $391k 8.5k 46.04
2018-09-30 $37k 700 52.86
2018-06-30 $39k 700 55.71
2018-03-31 $37k 700 52.86
2017-12-31 $42k 700 60.00
2017-09-30 $39k 700 55.71