Wells Fargo & Company shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $87M | 1.4M | 62.16 |
| 2024-06-30 | $62M | 1.0M | 59.39 |
| 2024-03-31 | $43M | 744k | 57.96 |
| 2023-12-31 | $24M | 477k | 49.22 |
| 2023-09-30 | $15M | 361k | 40.86 |
| 2023-06-30 | $36M | 851k | 42.68 |
| 2023-03-31 | $39M | 1.0M | 37.38 |
| 2022-12-31 | $43M | 1.1M | 41.29 |
| 2022-09-30 | $41M | 1.0M | 40.22 |
| 2022-06-30 | $31M | 781k | 39.17 |
| 2022-03-31 | $26M | 543k | 48.47 |
| 2021-12-31 | $9.6M | 201k | 47.98 |
| 2021-09-30 | $3.1M | 68k | 46.42 |
| 2021-06-30 | $2.5M | 54k | 45.29 |
| 2021-03-31 | $1.4M | 37k | 39.07 |
| 2020-12-31 | $913k | 30k | 30.18 |
| 2020-09-30 | $602k | 26k | 23.51 |
| 2020-06-30 | $50M | 2.0M | 25.61 |
| 2020-03-31 | $66M | 2.3M | 28.73 |
| 2019-12-31 | $105M | 2.0M | 53.77 |
| 2019-09-30 | $85M | 1.7M | 50.44 |
| 2019-06-30 | $33M | 696k | 47.27 |
| 2019-03-31 | $11M | 235k | 48.31 |
| 2018-12-31 | $971k | 21k | 46.08 |
| 2018-03-31 | $53k | 1.0k | 52.48 |
| 2017-09-30 | $8.0k | 153 | 52.29 |
| 2015-12-31 | $20k | 371 | 53.91 |
| 2015-09-30 | $8.0k | 146 | 54.79 |
| 2015-06-30 | $8.0k | 146 | 54.79 |
| 2015-03-31 | $22k | 408 | 53.92 |
| 2014-12-31 | $9.0k | 161 | 55.90 |
| 2014-09-30 | $9.0k | 176 | 51.14 |
| 2014-06-30 | $10k | 199 | 50.25 |
| 2014-03-31 | $8.0k | 161 | 49.69 |
| 2013-12-31 | $9.0k | 229 | 39.30 |
| 2013-09-30 | $21k | 498 | 42.17 |
| 2013-06-30 | $9.0k | 229 | 39.30 |
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