Wells Fargo & Company shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 69k | 83.82 |
| 2025-06-30 | $8.2M | 102k | 80.12 |
| 2025-03-31 | $3.7M | 51k | 71.79 |
| 2024-12-31 | $1.4M | 19k | 70.24 |
| 2024-09-30 | $2.3M | 40k | 56.49 |
| 2024-06-30 | $5.6M | 94k | 59.39 |
| 2024-03-31 | $4.8M | 83k | 57.96 |
| 2023-12-31 | $501k | 10k | 49.22 |
| 2023-09-30 | $296k | 7.3k | 40.86 |
| 2023-06-30 | $307k | 7.2k | 42.68 |