Wells Fargo & Company shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Morningstar Investment Services 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 Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $103M | 1.8M | 55.90 |
| 2024-03-31 | $107M | 1.9M | 57.61 |
| 2023-12-31 | $190M | 3.8M | 49.48 |
| 2023-09-30 | $77M | 1.9M | 40.91 |
| 2023-06-30 | $78M | 1.9M | 42.04 |
| 2023-03-31 | $70M | 1.9M | 37.52 |
| 2022-12-31 | $76M | 1.8M | 42.45 |
| 2022-09-30 | $83M | 1.8M | 45.65 |
| 2022-06-30 | $71M | 1.8M | 39.84 |
| 2022-03-31 | $87M | 1.7M | 50.54 |
| 2021-12-31 | $81M | 1.7M | 47.99 |
| 2021-09-30 | $79M | 1.7M | 46.88 |
| 2021-06-30 | $80M | 1.8M | 44.79 |
| 2021-03-31 | $76M | 1.9M | 39.39 |
| 2020-12-31 | $58M | 1.9M | 30.18 |
| 2020-09-30 | $47M | 2.0M | 23.29 |
| 2020-06-30 | $55M | 2.2M | 25.70 |
| 2020-03-31 | $64M | 2.1M | 29.92 |
| 2019-12-31 | $105M | 1.9M | 53.79 |
| 2019-09-30 | $99M | 2.0M | 50.49 |
| 2019-06-30 | $99M | 2.1M | 47.32 |
| 2019-03-31 | $93M | 1.9M | 48.32 |
| 2018-12-31 | $83M | 1.8M | 46.08 |
| 2018-09-30 | $100M | 1.9M | 52.56 |
| 2018-06-30 | $111M | 2.0M | 55.44 |
| 2018-03-31 | $103M | 2.0M | 52.41 |
| 2017-12-31 | $125M | 2.1M | 60.67 |
| 2017-09-30 | $115M | 2.1M | 55.15 |
| 2017-06-30 | $113M | 2.0M | 55.41 |
| 2017-03-31 | $93M | 1.7M | 55.66 |
| 2016-09-30 | $67M | 1.5M | 44.28 |
| 2016-06-30 | $63M | 1.3M | 47.03 |
| 2016-03-31 | $42M | 863k | 48.36 |
| 2015-12-31 | $37M | 685k | 54.36 |
| 2015-09-30 | $32M | 624k | 51.35 |
| 2015-06-30 | $33M | 589k | 56.24 |
| 2015-03-31 | $29M | 525k | 54.40 |
| 2014-12-31 | $26M | 469k | 54.82 |
| 2014-09-30 | $24M | 469k | 51.87 |
| 2014-06-30 | $24M | 458k | 52.56 |
| 2014-03-31 | $21M | 428k | 49.74 |
| 2013-12-31 | $17M | 374k | 45.40 |
| 2013-09-30 | $14M | 349k | 41.26 |
| 2013-06-30 | $13M | 317k | 41.27 |
| 2013-03-31 | $11M | 295k | 36.88 |
| 2012-12-31 | $8.3M | 237k | 35.05 |
| 2012-09-30 | $7.2M | 207k | 34.82 |
| 2012-06-30 | $6.2M | 184k | 33.55 |
| 2012-03-31 | $5.7M | 165k | 34.51 |
| 2011-12-31 | $3.7M | 135k | 27.56 |
| 2011-09-30 | $3.0M | 123k | 24.12 |
| 2011-06-30 | $3.2M | 111k | 28.67 |
| 2011-03-31 | $3.1M | 98k | 31.71 |
| 2010-12-31 | $2.7M | 86k | 30.99 |
More positions owned by Morningstar Investment Services
View all positions for Morningstar Investment Services