Mariner Wealth Advisors »

Wells Fargo & Company shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $38M 765k 49.22
2023-09-30 $30M 726k 40.86
2023-06-30 $31M 719k 42.68
2023-03-31 $26M 697k 37.38
2022-12-31 $24M 570k 41.29
2022-09-30 $22M 545k 40.22
2022-06-30 $30M 755k 39.17
2022-03-31 $36M 737k 48.46
2021-12-31 $30M 626k 47.98
2021-09-30 $14M 300k 46.41
2021-06-30 $11M 233k 45.29
2021-03-31 $8.4M 214k 39.07
2020-12-31 $5.5M 183k 30.18
2020-09-30 $5.7M 241k 23.51
2020-06-30 $6.7M 262k 25.60
2020-03-31 $9.0M 313k 28.73
2019-12-31 $26M 477k 53.80
2019-09-30 $17M 327k 50.44
2019-06-30 $17M 350k 47.32
2019-03-31 $16M 332k 48.32
2018-12-31 $13M 291k 46.12
2018-09-30 $15M 289k 52.56
2018-06-30 $16M 289k 55.43
2018-03-31 $12M 225k 52.36
2017-12-31 $5.1M 85k 60.65
2017-09-30 $5.4M 99k 55.05
2017-06-30 $5.4M 98k 55.41
2017-03-31 $7.4M 132k 55.66
2016-12-31 $6.5M 119k 55.11
2016-09-30 $8.4M 189k 44.26
2016-06-30 $8.2M 173k 47.33
2016-03-31 $8.0M 165k 48.36
2015-12-31 $7.6M 140k 54.36
2015-09-30 $11M 222k 51.35
2015-06-30 $13M 222k 56.32
2015-03-31 $5.7M 105k 54.47
2014-12-31 $5.5M 100k 54.83
2014-09-30 $4.9M 95k 51.87
2014-06-30 $4.0M 77k 52.56
2014-03-31 $3.9M 78k 49.74
2013-12-31 $5.2M 115k 45.40
2013-09-30 $5.0M 121k 41.32
2013-06-30 $5.5M 132k 41.27
2013-03-31 $3.4M 91k 36.99
2012-12-31 $2.0M 59k 34.19
2012-09-30 $1.7M 48k 34.52
2012-06-30 $288k 8.6k 33.48
2012-03-31 $590k 17k 34.15