Wells Fargo & Company shares owned by LPL Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by LPL Financial 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 LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $121M | 2.0M | 59.39 |
| 2024-03-31 | $107M | 1.8M | 57.96 |
| 2023-09-30 | $80M | 1.9M | 40.86 |
| 2023-06-30 | $81M | 1.9M | 42.68 |
| 2023-03-31 | $68M | 1.8M | 37.38 |
| 2022-12-31 | $72M | 1.7M | 41.29 |
| 2022-09-30 | $72M | 1.8M | 40.22 |
| 2022-06-30 | $69M | 1.7M | 39.17 |
| 2022-03-31 | $85M | 1.7M | 48.46 |
| 2021-12-31 | $76M | 1.6M | 47.98 |
| 2021-09-30 | $67M | 1.5M | 46.41 |
| 2021-06-30 | $65M | 1.4M | 45.29 |
| 2021-03-31 | $57M | 1.5M | 39.07 |
| 2020-12-31 | $48M | 1.6M | 30.18 |
| 2020-09-30 | $36M | 1.5M | 23.51 |
| 2020-06-30 | $41M | 1.6M | 25.60 |
| 2020-03-31 | $23M | 806k | 28.70 |
| 2019-12-31 | $35M | 643k | 53.80 |
| 2019-09-30 | $31M | 612k | 50.44 |
| 2019-06-30 | $29M | 601k | 47.32 |
| 2019-03-31 | $31M | 642k | 48.32 |
| 2018-12-31 | $28M | 614k | 46.08 |
| 2018-09-30 | $36M | 687k | 52.56 |
| 2018-06-30 | $40M | 724k | 55.44 |
| 2018-03-31 | $41M | 790k | 52.41 |
| 2017-12-31 | $43M | 716k | 60.67 |
| 2017-09-30 | $38M | 689k | 55.15 |
| 2017-06-30 | $41M | 739k | 55.41 |
| 2017-03-31 | $5.1M | 93k | 55.49 |
| 2016-12-31 | $6.0M | 107k | 55.98 |
| 2016-09-30 | $4.2M | 96k | 43.76 |
| 2016-06-30 | $5.4M | 117k | 46.67 |
| 2016-03-31 | $66M | 1.4M | 47.51 |
| 2015-12-31 | $79M | 1.5M | 52.89 |
| 2015-09-30 | $42M | 797k | 52.41 |
| 2015-06-30 | $40M | 703k | 56.44 |
| 2015-03-31 | $35M | 647k | 53.94 |
| 2014-12-31 | $35M | 638k | 54.82 |
| 2014-09-30 | $31M | 608k | 51.26 |
| 2014-06-30 | $31M | 595k | 52.56 |
| 2014-03-31 | $30M | 601k | 49.74 |
| 2013-12-31 | $26M | 574k | 45.40 |
| 2013-09-30 | $23M | 544k | 41.75 |
| 2013-06-30 | $20M | 484k | 41.27 |
| 2012-12-31 | $14M | 385k | 35.05 |
| 2012-09-30 | $14M | 415k | 34.53 |
| 2011-09-30 | $10M | 421k | 24.12 |
| 2011-03-31 | $3.9M | 123k | 31.71 |