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Wells Fargo & Company shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $506k 6.0k 83.82
2025-06-30 $471k 5.9k 80.12
2025-03-31 $431k 6.0k 71.80
2024-12-31 $312k 4.4k 70.24
2024-09-30 $265k 4.7k 56.49
2024-06-30 $287k 4.8k 59.39
2024-03-31 $274k 4.7k 57.96
2023-12-31 $221k 4.5k 49.22
2023-06-30 $227k 5.3k 42.68
2022-03-31 $377k 7.8k 48.43