Wells Fargo & Company shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Sierra Summit Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 5.1k | 83.82 |
| 2025-06-30 | $413k | 5.1k | 80.12 |
| 2025-03-31 | $370k | 5.1k | 71.79 |
| 2024-12-31 | $370k | 5.3k | 70.24 |
| 2024-09-30 | $298k | 5.3k | 56.49 |
| 2024-06-30 | $440k | 7.4k | 59.39 |
| 2024-03-31 | $402k | 6.9k | 57.96 |
| 2023-12-31 | $597k | 12k | 49.22 |