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Wells Fargo & Company shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 56k 56.49
2024-06-30 $3.1M 52k 59.39
2024-03-31 $2.7M 46k 57.96
2023-12-31 $2.0M 41k 49.22
2023-09-30 $1.5M 37k 40.86
2023-06-30 $1.4M 33k 42.68
2023-03-31 $1.2M 32k 37.38
2022-12-31 $1.1M 27k 41.29
2022-09-30 $1.0M 25k 40.21
2022-06-30 $943k 24k 39.16
2022-03-31 $1.0M 21k 48.45
2021-12-31 $904k 19k 47.96
2021-09-30 $849k 18k 46.41
2021-06-30 $726k 16k 45.27
2021-03-31 $223k 5.7k 39.12
2020-12-31 $127k 4.2k 30.19
2020-09-30 $144k 6.1k 23.45
2020-06-30 $86k 3.4k 25.55
2020-03-31 $116k 4.0k 28.67
2019-12-31 $144k 2.7k 53.71
2019-09-30 $129k 2.6k 50.27
2019-06-30 $135k 2.9k 47.30
2019-03-31 $143k 3.0k 48.21
2018-12-31 $65k 1.4k 46.26
2018-09-30 $43k 815 52.76
2018-06-30 $28k 505 55.45
2018-03-31 $88k 1.7k 51.25
2017-12-31 $139k 2.3k 61.61
2017-09-30 $119k 2.2k 55.14
2017-06-30 $106k 1.9k 55.44
2017-03-31 $105k 1.9k 55.09
2016-12-31 $99k 1.8k 54.97