Wells Fargo & Company shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 289k | 83.82 |
| 2025-06-30 | $24M | 301k | 80.12 |
| 2025-03-31 | $22M | 302k | 71.79 |
| 2024-12-31 | $20M | 285k | 70.24 |
| 2024-09-30 | $8.0M | 142k | 56.49 |
| 2024-06-30 | $3.8M | 64k | 59.39 |
| 2024-03-31 | $3.2M | 55k | 57.96 |
| 2023-12-31 | $4.1M | 83k | 49.22 |
| 2023-09-30 | $1.3M | 31k | 40.86 |
| 2023-06-30 | $1.4M | 32k | 42.68 |
| 2023-03-31 | $1.1M | 29k | 37.38 |
| 2022-12-31 | $1.4M | 35k | 41.29 |
| 2022-09-30 | $1.0M | 26k | 40.27 |
| 2022-06-30 | $1.1M | 27k | 39.19 |
| 2022-03-31 | $1.4M | 28k | 48.49 |
| 2021-12-31 | $1.0M | 21k | 47.96 |
| 2021-09-30 | $349k | 7.5k | 46.42 |
| 2021-06-30 | $783k | 17k | 45.31 |
| 2021-03-31 | $487k | 13k | 39.07 |
| 2020-12-31 | $360k | 12k | 30.21 |
| 2020-09-30 | $258k | 11k | 23.56 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $339k | 12k | 28.73 |
| 2019-12-31 | $807k | 15k | 53.77 |
| 2019-09-30 | $843k | 17k | 50.44 |
| 2019-06-30 | $891k | 19k | 47.31 |
| 2019-03-31 | $841k | 17k | 48.31 |
| 2018-12-31 | $558k | 12k | 46.04 |
| 2018-09-30 | $676k | 13k | 52.57 |
| 2018-06-30 | $747k | 14k | 55.46 |
| 2018-03-31 | $784k | 15k | 52.40 |
| 2017-12-31 | $848k | 14k | 60.66 |
| 2017-09-30 | $796k | 14k | 55.18 |
| 2017-06-30 | $856k | 15k | 55.42 |
| 2017-03-31 | $822k | 15k | 55.64 |
| 2016-12-31 | $882k | 16k | 55.08 |
| 2016-09-30 | $808k | 18k | 44.27 |
| 2016-06-30 | $984k | 21k | 47.32 |
| 2016-03-31 | $16k | 761 | 20.67 |
| 2015-12-31 | $392k | 7.2k | 54.83 |
| 2015-09-30 | $495k | 9.6k | 51.30 |
| 2015-06-30 | $572k | 10k | 56.28 |
| 2015-03-31 | $492k | 9.0k | 54.44 |
| 2014-12-31 | $392k | 7.2k | 54.83 |
| 2014-09-30 | $284k | 5.5k | 51.93 |
| 2014-06-30 | $288k | 5.5k | 52.61 |
More positions owned by Sequoia Financial Advisors
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