Wells Fargo & Company shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 55k | 83.82 |
| 2025-06-30 | $4.2M | 53k | 80.12 |
| 2025-03-31 | $3.7M | 51k | 71.79 |
| 2024-12-31 | $4.0M | 57k | 70.24 |
| 2024-09-30 | $3.2M | 57k | 56.49 |
| 2024-06-30 | $3.6M | 60k | 59.39 |
| 2024-03-31 | $3.7M | 65k | 57.96 |
| 2023-12-31 | $3.6M | 73k | 49.22 |
| 2023-09-30 | $3.2M | 79k | 40.93 |
| 2023-06-30 | $1.7M | 41k | 42.68 |