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Wells Fargo & Company shares owned by Sargent Investment Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sargent Investment Group from 13F filings

Historical chart of Sargent Investment Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $397k 4.3k 93.20
2025-06-30 $328k 4.2k 77.61
2025-03-31 $306k 4.3k 71.79
2024-12-31 $261k 3.7k 70.53