Wells Fargo & Company shares owned by Oxford Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 7.7k | 83.82 |
| 2025-06-30 | $538k | 6.7k | 80.11 |
| 2025-03-31 | $531k | 7.4k | 71.79 |
| 2024-12-31 | $454k | 6.5k | 70.24 |
| 2024-09-30 | $384k | 6.8k | 56.49 |
| 2024-03-31 | $297k | 5.1k | 57.96 |
| 2023-12-31 | $234k | 4.8k | 49.22 |
| 2023-09-30 | $282k | 6.9k | 40.86 |
| 2023-06-30 | $595k | 14k | 42.68 |
| 2023-03-31 | $417k | 11k | 37.38 |
| 2022-12-31 | $485k | 12k | 41.29 |
| 2022-09-30 | $393k | 9.8k | 40.26 |
| 2022-06-30 | $418k | 11k | 39.18 |
| 2022-03-31 | $522k | 11k | 48.47 |
| 2021-12-31 | $516k | 11k | 47.96 |
| 2021-09-30 | $497k | 11k | 46.37 |
| 2021-06-30 | $484k | 11k | 45.31 |
| 2021-03-31 | $417k | 11k | 39.08 |
| 2020-12-31 | $322k | 11k | 30.20 |
| 2020-09-30 | $244k | 10k | 23.50 |
| 2020-06-30 | $299k | 12k | 25.58 |
| 2020-03-31 | $391k | 14k | 28.67 |