Wells Fargo & Company shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $200k | 2.2k | 93.20 |
| 2019-03-31 | $200k | 4.1k | 48.33 |
| 2018-09-30 | $279k | 5.0k | 55.40 |
| 2018-06-30 | $282k | 5.0k | 56.00 |
| 2018-03-31 | $288k | 5.5k | 52.70 |
| 2017-12-31 | $205k | 3.4k | 60.69 |
| 2017-09-30 | $203k | 3.7k | 55.34 |
| 2017-06-30 | $515k | 9.3k | 55.57 |
| 2017-03-31 | $511k | 9.3k | 55.05 |
| 2016-12-31 | $509k | 9.1k | 56.04 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners