Wells Fargo & Company shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $858k | 10k | 83.81 |
| 2025-06-30 | $887k | 11k | 80.12 |
| 2025-03-31 | $720k | 10k | 71.79 |
| 2024-12-31 | $658k | 9.4k | 70.24 |
| 2024-09-30 | $519k | 9.2k | 56.50 |
| 2024-06-30 | $556k | 9.4k | 59.38 |
| 2024-03-31 | $650k | 11k | 57.96 |
| 2023-09-30 | $485k | 12k | 40.86 |
| 2023-06-30 | $493k | 12k | 42.68 |
| 2023-03-31 | $438k | 12k | 37.38 |
| 2022-12-31 | $488k | 12k | 41.29 |
| 2022-09-30 | $474k | 12k | 40.21 |
| 2022-06-30 | $456k | 12k | 39.10 |
| 2022-03-31 | $594k | 12k | 48.57 |
| 2021-12-31 | $597k | 12k | 48.05 |
| 2021-09-30 | $341k | 7.3k | 46.59 |
| 2021-06-30 | $345k | 7.6k | 45.31 |
| 2021-03-31 | $331k | 8.5k | 39.05 |
| 2020-12-31 | $208k | 6.9k | 30.19 |
| 2020-06-30 | $322k | 13k | 25.59 |
| 2020-03-31 | $435k | 15k | 28.58 |
More positions owned by Perennial Investment Advisors
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