Wells Fargo & Company shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70M | 830k | 83.82 |
| 2025-06-30 | $67M | 835k | 80.12 |
| 2025-03-31 | $57M | 791k | 71.79 |
| 2024-12-31 | $54M | 772k | 70.24 |
| 2024-09-30 | $38M | 665k | 56.49 |
| 2024-06-30 | $38M | 638k | 59.39 |
| 2024-03-31 | $31M | 534k | 57.96 |
| 2023-12-31 | $40M | 809k | 49.22 |
| 2023-09-30 | $31M | 754k | 40.86 |
| 2023-06-30 | $27M | 637k | 42.68 |
| 2023-03-31 | $23M | 618k | 37.38 |
| 2022-12-31 | $25M | 613k | 41.29 |
| 2022-09-30 | $23M | 569k | 40.22 |
| 2022-06-30 | $106k | 2.7k | 39.26 |
| 2022-03-31 | $22M | 452k | 48.46 |
| 2021-12-31 | $17M | 346k | 47.98 |
| 2021-09-30 | $15M | 326k | 46.41 |
| 2021-06-30 | $13M | 287k | 45.29 |
| 2021-03-31 | $11M | 273k | 39.07 |
| 2020-12-31 | $6.7M | 221k | 30.18 |
| 2020-09-30 | $4.0M | 172k | 23.56 |
| 2020-06-30 | $4.3M | 173k | 25.09 |
| 2020-03-31 | $4.5M | 169k | 26.57 |
| 2019-12-31 | $10M | 187k | 53.75 |
| 2019-09-30 | $4.3M | 86k | 50.44 |
| 2019-06-30 | $4.2M | 89k | 47.32 |
| 2019-03-31 | $4.3M | 90k | 48.32 |
| 2018-12-31 | $3.7M | 80k | 46.09 |
| 2018-09-30 | $4.5M | 86k | 52.56 |
| 2018-06-30 | $1.9M | 34k | 55.44 |
| 2018-03-31 | $1.2M | 23k | 51.36 |
| 2017-12-31 | $1.5M | 24k | 60.67 |
| 2017-09-30 | $223k | 3.9k | 57.89 |
| 2017-06-30 | $1.8M | 33k | 55.41 |
More positions owned by Captrust Financial Advisors
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