Wells Fargo & Company shares owned by Private Advisor
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 221k | 83.82 |
| 2025-06-30 | $19M | 239k | 80.12 |
| 2025-03-31 | $16M | 222k | 71.79 |
| 2024-12-31 | $15M | 212k | 70.24 |
| 2024-09-30 | $12M | 210k | 56.49 |
| 2024-06-30 | $13M | 210k | 59.39 |
| 2024-03-31 | $15M | 264k | 57.96 |
| 2023-12-31 | $13M | 257k | 49.22 |
| 2023-09-30 | $12M | 282k | 40.86 |
| 2023-06-30 | $11M | 254k | 43.73 |
| 2023-03-31 | $9.0M | 240k | 37.38 |
| 2022-12-31 | $2.8M | 260k | 10.70 |
| 2022-09-30 | $11M | 265k | 40.22 |
| 2022-06-30 | $12M | 308k | 39.17 |
| 2022-03-31 | $14M | 298k | 48.13 |
| 2021-12-31 | $34M | 704k | 47.98 |
| 2021-09-30 | $20M | 438k | 46.41 |
| 2021-06-30 | $50M | 1.1M | 45.29 |
| 2021-03-31 | $75M | 1.9M | 39.07 |
| 2020-12-31 | $7.8M | 259k | 30.18 |
| 2020-09-30 | $5.4M | 247k | 21.84 |
| 2020-06-30 | $4.8M | 209k | 23.11 |
| 2020-03-31 | $3.8M | 133k | 28.70 |
| 2019-12-31 | $7.1M | 133k | 53.80 |
| 2019-09-30 | $8.2M | 161k | 50.86 |
| 2019-06-30 | $5.7M | 120k | 47.32 |
| 2019-03-31 | $6.0M | 123k | 48.39 |
| 2018-12-31 | $5.3M | 115k | 46.07 |
| 2018-09-30 | $6.9M | 132k | 52.56 |
| 2018-06-30 | $5.5M | 121k | 45.79 |
| 2018-03-31 | $3.6M | 69k | 52.40 |
| 2017-12-31 | $6.5M | 106k | 61.77 |
| 2017-09-30 | $9.0M | 164k | 55.14 |
| 2017-06-30 | $9.4M | 168k | 55.59 |
| 2017-03-31 | $9.3M | 169k | 55.04 |
| 2016-12-31 | $8.4M | 153k | 54.80 |
| 2016-09-30 | $6.7M | 154k | 43.82 |
| 2016-06-30 | $9.0M | 193k | 46.75 |
| 2016-03-31 | $6.1M | 123k | 49.75 |
| 2015-12-31 | $7.8M | 144k | 54.35 |
| 2015-09-30 | $6.3M | 123k | 51.34 |
| 2015-06-30 | $5.9M | 106k | 56.21 |
| 2015-03-31 | $4.7M | 87k | 54.40 |
| 2014-12-31 | $4.2M | 76k | 54.83 |
| 2014-09-30 | $3.6M | 69k | 51.87 |
| 2014-06-30 | $2.6M | 49k | 52.55 |
| 2014-03-31 | $2.3M | 47k | 49.75 |
| 2013-12-31 | $1.5M | 33k | 45.41 |