Wells Fargo & Company shares owned by Roxbury Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 29k | 83.82 |
| 2025-06-30 | $2.4M | 30k | 80.12 |
| 2025-03-31 | $2.3M | 30k | 78.32 |
| 2024-12-31 | $2.3M | 31k | 76.17 |