Wells Fargo & Company shares owned by Secure Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $598k | 7.4k | 80.87 |
| 2025-06-30 | $548k | 6.8k | 80.12 |
| 2025-03-31 | $443k | 6.2k | 71.79 |
| 2024-12-31 | $356k | 5.1k | 70.24 |
| 2024-09-30 | $256k | 4.5k | 56.49 |
| 2019-12-31 | $370k | 6.9k | 53.76 |