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Wells Fargo & Company shares owned by Newton One Investments

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Newton One Investments from 13F filings

Historical chart of Newton One Investments investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Newton One Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Newton One Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 310 83.69
2025-06-30 $25k 308 80.07
2025-03-31 $22k 306 71.83
2024-12-31 $21k 305 70.15
2024-06-30 $18k 301 59.38
2024-03-31 $17k 299 57.99
2023-12-31 $15k 297 49.27
2023-09-30 $15k 356 40.81
2023-06-30 $15k 353 42.63
2023-03-31 $13k 350 37.38
2022-12-31 $15k 350 41.29
2022-09-30 $14k 350 40.00
2022-06-30 $14k 350 40.00
2022-03-31 $17k 350 48.57
2021-12-31 $17k 350 48.57
2021-09-30 $32k 700 45.71
2021-06-30 $32k 700 45.71