Wells Fargo & Company shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 25k | 83.82 |
| 2025-06-30 | $1.6M | 20k | 80.12 |
| 2025-03-31 | $1.3M | 18k | 71.79 |
| 2024-12-31 | $1.3M | 18k | 70.24 |
| 2024-09-30 | $913k | 16k | 56.49 |
| 2024-06-30 | $941k | 16k | 59.39 |
| 2024-03-31 | $666k | 12k | 57.96 |
| 2023-12-31 | $463k | 9.4k | 49.22 |
| 2023-09-30 | $387k | 9.5k | 40.86 |
| 2023-06-30 | $382k | 9.0k | 42.68 |
| 2023-03-31 | $383k | 10k | 37.38 |
| 2022-12-31 | $252k | 6.1k | 41.29 |
| 2022-06-30 | $238k | 6.1k | 39.18 |
| 2022-03-31 | $436k | 9.0k | 48.43 |
| 2021-12-31 | $429k | 9.0k | 47.93 |
| 2021-09-30 | $378k | 8.1k | 46.47 |
| 2021-06-30 | $324k | 7.2k | 45.31 |