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
Download as csvQuarterly reported holdings in Wells Fargo & Company by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 69k | 83.82 |
| 2025-06-30 | $5.4M | 67k | 80.12 |
| 2025-03-31 | $4.2M | 59k | 71.79 |
| 2024-12-31 | $3.9M | 56k | 70.24 |
| 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 |
More positions owned by Patriot Financial Group Insurance Agency
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