Wells Fargo & Company shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $824k | 9.8k | 83.82 |
| 2025-06-30 | $1.2M | 15k | 80.12 |
| 2025-03-31 | $1.1M | 16k | 71.79 |
| 2024-12-31 | $1.4M | 21k | 70.24 |
| 2024-09-30 | $1.2M | 22k | 56.49 |
| 2024-06-30 | $1.2M | 21k | 59.39 |
| 2024-03-31 | $1.7M | 30k | 57.96 |
| 2023-12-31 | $4.6M | 93k | 49.22 |
| 2023-09-30 | $1.5M | 38k | 40.86 |
| 2023-06-30 | $1.6M | 37k | 42.68 |
| 2023-03-31 | $1.3M | 34k | 37.38 |
| 2022-12-31 | $1.6M | 38k | 41.29 |
| 2022-09-30 | $1.2M | 29k | 40.24 |
| 2022-06-30 | $1.2M | 31k | 39.15 |
| 2022-03-31 | $1.0M | 21k | 48.46 |
| 2021-12-31 | $1.1M | 23k | 47.99 |