Wells Fargo & Company shares owned by Peak Planning Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $464k | 5.8k | 79.61 |
| 2025-09-30 | $489k | 5.8k | 83.82 |
| 2024-12-31 | $389k | 5.5k | 70.24 |
| 2024-06-30 | $646k | 11k | 59.39 |
| 2024-03-31 | $687k | 12k | 57.96 |
| 2023-12-31 | $584k | 12k | 49.22 |
| 2023-09-30 | $525k | 13k | 40.86 |
| 2023-06-30 | $335k | 7.9k | 42.68 |
| 2023-03-31 | $294k | 7.9k | 37.38 |
| 2022-12-31 | $407k | 9.9k | 41.29 |
| 2022-09-30 | $396k | 9.9k | 40.22 |
| 2022-06-30 | $386k | 9.9k | 39.17 |
| 2021-12-31 | $502k | 11k | 47.98 |
| 2021-09-30 | $486k | 11k | 46.41 |
| 2020-12-31 | $325k | 11k | 30.18 |
| 2020-09-30 | $254k | 11k | 23.51 |