Wells Fargo & Company shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5k | 89 | 83.82 |
| 2025-06-30 | $7.1k | 89 | 80.12 |
| 2025-03-31 | $6.4k | 89 | 71.79 |
| 2024-12-31 | $6.3k | 89 | 70.24 |
| 2024-09-30 | $5.0k | 89 | 56.49 |
| 2024-06-30 | $5.3k | 89 | 59.39 |
| 2024-03-31 | $5.2k | 89 | 57.96 |
| 2023-12-31 | $11k | 226 | 49.22 |
| 2023-09-30 | $3.6k | 88 | 40.86 |
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