Wells Fargo & Company shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $641k | 7.7k | 83.82 |
| 2025-06-30 | $607k | 7.6k | 80.12 |
| 2025-03-31 | $568k | 7.9k | 71.80 |
| 2024-12-31 | $410k | 5.8k | 70.24 |
| 2024-09-30 | $322k | 5.7k | 56.49 |
| 2024-06-30 | $244k | 4.1k | 59.40 |
| 2020-12-31 | $34k | 1.2k | 29.51 |
More positions owned by Safeguard Investment Advisory Group
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