Wells Fargo & Company shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 12k | 83.82 |
| 2025-06-30 | $929k | 12k | 80.12 |
| 2025-03-31 | $842k | 12k | 71.79 |
| 2024-12-31 | $871k | 12k | 70.24 |
| 2024-09-30 | $605k | 11k | 56.49 |
| 2024-06-30 | $437k | 7.4k | 59.39 |
| 2024-03-31 | $321k | 5.5k | 57.96 |
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