Wells Fargo & Company shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 43k | 83.82 |
| 2025-06-30 | $3.6M | 44k | 80.12 |
| 2025-03-31 | $3.5M | 49k | 71.79 |
| 2024-12-31 | $3.6M | 52k | 70.24 |
| 2024-09-30 | $3.1M | 55k | 56.49 |
| 2024-03-31 | $3.3M | 57k | 57.96 |
| 2023-12-31 | $2.4M | 49k | 49.22 |
| 2023-09-30 | $1.9M | 48k | 40.86 |
| 2023-06-30 | $2.1M | 50k | 42.68 |
| 2023-03-31 | $1.8M | 49k | 37.38 |
| 2022-12-31 | $1.8M | 45k | 41.29 |
| 2022-09-30 | $1.8M | 46k | 40.21 |
| 2022-06-30 | $2.5M | 63k | 39.16 |
| 2022-03-31 | $2.9M | 60k | 48.46 |
| 2021-12-31 | $1.5M | 31k | 47.96 |
| 2020-12-31 | $640k | 21k | 30.16 |
| 2020-09-30 | $498k | 21k | 23.47 |
| 2020-03-31 | $301k | 11k | 28.69 |
| 2019-12-31 | $564k | 11k | 53.77 |
| 2019-09-30 | $590k | 12k | 50.47 |
More positions owned by Robertson Stephens Wealth Management
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