Wells Fargo & Company shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 32k | 83.82 |
| 2025-06-30 | $2.6M | 33k | 80.12 |
| 2025-03-31 | $2.4M | 33k | 71.79 |
| 2024-12-31 | $1.9M | 28k | 70.24 |
| 2024-09-30 | $1.4M | 25k | 56.49 |
| 2024-06-30 | $1.3M | 25k | 53.16 |
| 2024-03-31 | $1.1M | 19k | 57.96 |
| 2023-09-30 | $1.1M | 28k | 40.86 |
| 2023-06-30 | $1.5M | 34k | 42.68 |
| 2023-03-31 | $618k | 17k | 37.38 |
| 2022-12-31 | $594k | 14k | 41.29 |
| 2022-09-30 | $571k | 14k | 40.24 |
| 2022-06-30 | $443k | 11k | 39.15 |
| 2020-03-31 | $202k | 7.0k | 28.75 |
| 2019-12-31 | $385k | 7.2k | 53.80 |
| 2019-09-30 | $277k | 5.5k | 50.44 |
| 2019-06-30 | $300k | 6.3k | 47.26 |
| 2019-03-31 | $317k | 6.6k | 48.34 |
| 2018-09-30 | $23k | 438 | 52.51 |
| 2018-06-30 | $21k | 370 | 56.76 |
| 2018-03-31 | $16k | 303 | 52.81 |
| 2017-12-31 | $17k | 275 | 61.82 |