Wells Fargo & Company shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Rocky Mountain Advisers 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 Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $117k | 1.4k | 83.82 |
| 2025-06-30 | $112k | 1.4k | 80.12 |
| 2025-03-31 | $101k | 1.4k | 71.79 |
| 2024-12-31 | $98k | 1.4k | 70.24 |
| 2024-09-30 | $79k | 1.4k | 56.49 |
| 2024-06-30 | $83k | 1.4k | 59.39 |
| 2024-03-31 | $81k | 1.4k | 57.96 |
| 2023-12-31 | $69k | 1.4k | 49.22 |
| 2023-09-30 | $57k | 1.4k | 40.86 |
| 2023-06-30 | $1.6M | 42k | 37.38 |
| 2023-03-31 | $1.6M | 42k | 37.38 |
| 2022-12-31 | $1.8M | 43k | 41.29 |
| 2022-09-30 | $1.8M | 44k | 40.23 |
| 2022-06-30 | $1.7M | 44k | 39.18 |
| 2022-03-31 | $2.1M | 44k | 48.47 |
| 2021-12-31 | $2.1M | 44k | 47.99 |
| 2021-09-30 | $2.1M | 45k | 46.42 |
| 2021-06-30 | $2.0M | 45k | 45.30 |
| 2021-03-31 | $1.7M | 44k | 39.07 |
| 2020-12-31 | $1.3M | 43k | 30.17 |
| 2020-09-30 | $1.0M | 43k | 23.50 |
| 2020-06-30 | $1.1M | 43k | 25.61 |
| 2020-03-31 | $1.2M | 41k | 28.70 |
| 2019-12-31 | $96k | 1.8k | 53.93 |
| 2019-09-30 | $90k | 1.8k | 50.56 |
| 2019-06-30 | $78k | 1.7k | 47.27 |
| 2019-03-31 | $80k | 1.7k | 48.48 |
| 2018-12-31 | $94k | 2.1k | 45.85 |
| 2018-09-30 | $108k | 2.1k | 52.68 |
| 2018-06-30 | $114k | 2.1k | 55.61 |
| 2018-03-31 | $107k | 2.1k | 52.20 |
| 2017-12-31 | $124k | 2.1k | 60.49 |
| 2017-09-30 | $113k | 2.1k | 55.12 |
| 2017-06-30 | $103k | 1.9k | 55.68 |
| 2017-03-31 | $103k | 1.9k | 55.68 |
| 2016-12-31 | $102k | 1.9k | 55.14 |
| 2016-09-30 | $38k | 850 | 44.71 |
| 2016-06-30 | $28k | 600 | 46.67 |
| 2016-03-31 | $10k | 200 | 50.00 |
| 2015-12-31 | $11k | 200 | 55.00 |
| 2015-09-30 | $10k | 200 | 50.00 |
| 2015-06-30 | $11k | 200 | 55.00 |
| 2015-03-31 | $11k | 200 | 55.00 |
| 2014-12-31 | $11k | 200 | 55.00 |
| 2014-09-30 | $10k | 200 | 50.00 |
| 2014-06-30 | $11k | 200 | 55.00 |
| 2014-03-31 | $10k | 200 | 50.00 |
| 2013-12-31 | $9.0k | 200 | 45.00 |