Wells Fargo & Company shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 17k | 83.82 |
| 2025-06-30 | $1.3M | 15k | 83.07 |
| 2025-03-31 | $1.1M | 15k | 71.79 |
| 2024-12-31 | $1.0M | 14k | 70.24 |
| 2024-09-30 | $611k | 11k | 56.49 |
| 2024-06-30 | $1.2M | 20k | 59.39 |
| 2023-12-31 | $930k | 18k | 51.19 |
| 2023-09-30 | $276k | 6.8k | 40.86 |
| 2023-06-30 | $278k | 6.5k | 42.69 |
| 2023-03-31 | $214k | 5.7k | 37.37 |
| 2022-12-31 | $260k | 6.3k | 41.29 |