Wells Fargo & Company shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $866k | 10k | 83.82 |
| 2025-03-31 | $742k | 10k | 71.79 |
| 2024-12-31 | $728k | 10k | 70.24 |
| 2024-09-30 | $593k | 11k | 56.49 |
| 2024-06-30 | $636k | 11k | 59.39 |
| 2024-03-31 | $621k | 11k | 57.96 |
| 2023-12-31 | $624k | 13k | 49.22 |
| 2023-09-30 | $549k | 13k | 40.86 |
| 2023-06-30 | $574k | 13k | 42.68 |
| 2023-03-31 | $503k | 14k | 37.38 |
| 2022-12-31 | $494k | 12k | 41.32 |
| 2022-09-30 | $481k | 12k | 40.21 |
| 2022-06-30 | $462k | 12k | 39.20 |
| 2022-03-31 | $572k | 12k | 48.47 |
| 2021-12-31 | $566k | 12k | 47.97 |
| 2021-09-30 | $553k | 12k | 46.39 |
| 2021-06-30 | $546k | 12k | 45.31 |
| 2021-03-31 | $471k | 12k | 39.09 |
| 2020-12-31 | $388k | 13k | 30.18 |
| 2020-09-30 | $490k | 21k | 23.49 |
| 2020-06-30 | $570k | 22k | 25.57 |
| 2020-03-31 | $653k | 23k | 28.71 |
| 2019-12-31 | $1.2M | 22k | 53.81 |
| 2019-09-30 | $1.1M | 22k | 50.46 |
| 2019-06-30 | $1.1M | 23k | 47.33 |
| 2019-03-31 | $1.2M | 25k | 48.34 |
| 2018-12-31 | $1.3M | 28k | 46.06 |
| 2018-09-30 | $1.5M | 29k | 52.58 |
| 2018-06-30 | $1.6M | 29k | 55.45 |
| 2018-03-31 | $1.6M | 31k | 52.39 |
| 2017-12-31 | $1.9M | 31k | 60.65 |
| 2017-09-30 | $1.7M | 31k | 55.13 |
| 2017-06-30 | $1.7M | 31k | 55.41 |
| 2017-03-31 | $1.7M | 30k | 55.67 |
| 2016-12-31 | $1.6M | 30k | 55.10 |
| 2016-09-30 | $1.4M | 32k | 44.29 |
| 2016-06-30 | $1.6M | 33k | 47.33 |
| 2016-03-31 | $1.5M | 30k | 48.34 |
| 2015-12-31 | $1.7M | 31k | 54.37 |
| 2015-09-30 | $1.3M | 26k | 51.36 |
| 2015-06-30 | $1.4M | 27k | 54.39 |
| 2015-03-31 | $1.4M | 27k | 54.39 |
| 2014-12-31 | $1.4M | 26k | 54.81 |
| 2014-09-30 | $1.4M | 27k | 51.88 |
| 2014-06-30 | $1.5M | 28k | 52.56 |
| 2014-03-31 | $1.3M | 25k | 49.74 |
| 2013-12-31 | $1.1M | 25k | 45.41 |
| 2013-09-30 | $1.0M | 25k | 41.30 |
| 2013-06-30 | $1.0M | 24k | 41.27 |
| 2013-03-31 | $901k | 24k | 37.00 |
| 2012-12-31 | $876k | 26k | 34.18 |
| 2012-09-30 | $955k | 28k | 34.53 |
| 2012-06-30 | $932k | 28k | 33.44 |
| 2012-03-31 | $745k | 22k | 34.16 |
| 2011-12-31 | $565k | 21k | 27.57 |
| 2011-09-30 | $487k | 20k | 24.11 |
| 2011-06-30 | $424k | 15k | 28.08 |
| 2011-03-31 | $547k | 17k | 31.72 |