Wells Fargo & Company shares owned by Rise Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 3.7k | 83.82 |
| 2025-06-30 | $263k | 3.3k | 80.12 |
| 2024-12-31 | $233k | 3.3k | 70.23 |
| 2024-09-30 | $187k | 3.3k | 56.48 |
| 2024-06-30 | $222k | 3.7k | 59.39 |
| 2024-03-31 | $216k | 3.7k | 57.96 |
| 2023-12-31 | $91k | 1.9k | 49.23 |
| 2023-09-30 | $43k | 1.1k | 40.86 |
| 2023-06-30 | $45k | 1.0k | 42.68 |
| 2023-03-31 | $43k | 1.1k | 37.39 |
| 2022-12-31 | $53k | 1.3k | 41.30 |
| 2022-09-30 | $52k | 1.3k | 40.50 |
| 2022-06-30 | $50k | 1.3k | 39.19 |
| 2022-03-31 | $61k | 1.3k | 48.07 |
| 2021-12-31 | $61k | 1.3k | 47.97 |