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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

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Quarterly 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