Wells Fargo & Company shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Regent Peak Wealth Advisors 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 Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $459k | 5.5k | 83.82 |
| 2025-03-31 | $395k | 5.5k | 71.79 |
| 2024-12-31 | $379k | 5.4k | 70.24 |
| 2024-09-30 | $299k | 5.3k | 56.49 |
| 2024-06-30 | $307k | 5.2k | 59.39 |
| 2024-03-31 | $284k | 4.9k | 57.96 |
| 2023-12-31 | $239k | 4.9k | 49.22 |
| 2020-12-31 | $65k | 2.1k | 30.39 |
| 2019-12-31 | $392k | 7.3k | 53.73 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors