Wells Fargo & Company shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 3.7k | 83.82 |
| 2023-09-30 | $247k | 6.0k | 40.86 |
| 2015-03-31 | $218k | 4.0k | 54.40 |
| 2013-03-31 | $45k | 1.2k | 36.92 |
| 2012-12-31 | $42k | 1.2k | 34.45 |
| 2012-09-30 | $48k | 1.4k | 34.66 |
| 2012-06-30 | $41k | 1.5k | 27.89 |
| 2011-12-31 | $34k | 1.2k | 27.89 |
| 2011-09-30 | $29k | 1.2k | 23.79 |
| 2011-03-31 | $39k | 1.2k | 31.99 |
| 2010-12-31 | $38k | 1.2k | 31.17 |