Wells Fargo & Company shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $645k | 7.7k | 83.82 |
| 2025-06-30 | $613k | 7.7k | 80.06 |
| 2025-03-31 | $533k | 7.4k | 71.80 |
| 2024-12-31 | $606k | 8.6k | 70.28 |
| 2024-09-30 | $478k | 8.5k | 56.49 |
| 2024-03-31 | $564k | 9.7k | 57.99 |
| 2023-12-31 | $495k | 10k | 49.19 |
| 2023-09-30 | $355k | 8.7k | 40.88 |
| 2022-12-31 | $214k | 5.2k | 41.26 |
| 2022-09-30 | $209k | 5.2k | 40.30 |
| 2022-06-30 | $200k | 5.1k | 39.21 |
| 2022-03-31 | $708k | 15k | 48.47 |
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