Wells Fargo & Company shares owned by Roundview Capital
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $204k | 2.5k | 82.64 |
| 2020-09-30 | $232k | 9.9k | 23.48 |
| 2020-06-30 | $299k | 12k | 25.57 |
| 2020-03-31 | $1.2M | 42k | 28.70 |
| 2019-12-31 | $2.3M | 43k | 53.80 |
| 2019-09-30 | $899k | 18k | 50.46 |
| 2019-06-30 | $678k | 14k | 47.36 |
| 2019-03-31 | $739k | 15k | 48.31 |
| 2018-12-31 | $722k | 16k | 46.05 |
| 2018-09-30 | $2.1M | 40k | 52.56 |
| 2018-06-30 | $3.3M | 59k | 55.44 |
| 2018-03-31 | $3.1M | 59k | 52.41 |
| 2017-12-31 | $3.7M | 61k | 60.66 |
| 2017-09-30 | $3.3M | 60k | 55.15 |
| 2017-06-30 | $2.9M | 52k | 55.40 |
| 2017-03-31 | $2.7M | 49k | 55.66 |
| 2016-12-31 | $4.5M | 82k | 55.11 |
| 2016-09-30 | $3.5M | 79k | 44.27 |
| 2016-06-30 | $3.5M | 74k | 47.33 |
| 2016-03-31 | $975k | 20k | 48.38 |
| 2015-12-31 | $762k | 14k | 54.38 |
| 2015-09-30 | $720k | 14k | 51.38 |
| 2012-12-31 | $2.1M | 62k | 34.18 |
| 2012-09-30 | $1.2M | 34k | 34.53 |
| 2012-06-30 | $1.1M | 34k | 33.43 |
| 2011-06-30 | $1.8M | 63k | 28.05 |