Wells Fargo & Company shares owned by Private Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $317k | 4.0k | 79.61 |
| 2022-12-31 | $3.8M | 91k | 41.29 |
| 2022-09-30 | $3.6M | 91k | 40.22 |
| 2022-06-30 | $5.3M | 135k | 39.17 |
| 2022-03-31 | $6.1M | 126k | 48.46 |
| 2021-12-31 | $4.0M | 84k | 47.98 |
| 2021-09-30 | $3.3M | 71k | 46.41 |
| 2021-06-30 | $3.3M | 72k | 45.29 |
| 2021-03-31 | $2.5M | 64k | 39.08 |
| 2020-06-30 | $4.2M | 164k | 25.60 |
| 2019-12-31 | $4.6M | 85k | 53.80 |