Wells Fargo & Company shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 97k | 83.82 |
| 2025-06-30 | $7.4M | 92k | 80.12 |
| 2025-03-31 | $6.3M | 88k | 71.79 |
| 2024-12-31 | $5.7M | 81k | 70.24 |
| 2024-09-30 | $4.3M | 75k | 56.49 |
| 2024-06-30 | $329k | 5.5k | 59.39 |
| 2021-09-30 | $250k | 5.4k | 46.50 |
| 2021-06-30 | $259k | 5.8k | 44.83 |
| 2021-03-31 | $302k | 7.4k | 41.01 |
| 2020-12-31 | $229k | 7.2k | 31.62 |
| 2019-09-30 | $245k | 8.0k | 30.47 |
| 2019-06-30 | $755k | 484k | 1.56 |
More positions owned by Pensionmark Financial Group
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