Wells Fargo & Company shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486k | 5.7k | 84.64 |
| 2025-06-30 | $422k | 5.3k | 80.12 |
| 2025-03-31 | $369k | 5.1k | 71.79 |
| 2024-12-31 | $377k | 5.4k | 70.24 |
| 2024-09-30 | $298k | 5.3k | 56.49 |
| 2024-06-30 | $320k | 5.4k | 59.39 |
| 2024-03-31 | $308k | 5.3k | 57.96 |
| 2023-12-31 | $262k | 5.3k | 49.22 |
| 2023-09-30 | $217k | 5.3k | 40.86 |
| 2023-06-30 | $227k | 5.3k | 42.68 |
| 2023-03-31 | $215k | 5.7k | 37.38 |
| 2022-12-31 | $237k | 5.7k | 41.29 |
More positions owned by Mosaic Family Wealth Partners
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