Wells Fargo & Company shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.1M | 26k | 79.61 |
| 2025-12-31 | $3.9M | 41k | 93.20 |
| 2025-09-30 | $7.3M | 88k | 83.82 |
| 2025-06-30 | $641k | 6.3k | 101.81 |
| 2025-03-31 | $320k | 4.5k | 71.79 |
| 2024-12-31 | $380k | 5.4k | 70.24 |
| 2024-09-30 | $217k | 3.8k | 56.49 |
| 2024-06-30 | $208k | 3.5k | 59.40 |
| 2024-03-31 | $150k | 2.6k | 57.95 |
| 2023-12-31 | $127k | 2.6k | 49.21 |
| 2023-09-30 | $126k | 3.1k | 40.87 |
| 2023-06-30 | $131k | 3.1k | 42.68 |
| 2023-03-31 | $114k | 3.1k | 37.38 |
| 2022-12-31 | $126k | 3.0k | 41.29 |
| 2022-09-30 | $213k | 5.3k | 40.17 |
| 2022-06-30 | $221k | 5.6k | 39.14 |
| 2022-03-31 | $273k | 5.6k | 48.40 |
| 2021-12-31 | $155k | 3.2k | 48.12 |
| 2021-09-30 | $146k | 3.1k | 46.42 |
| 2021-06-30 | $403k | 8.9k | 45.24 |
| 2020-12-31 | $276k | 9.1k | 30.21 |
| 2020-09-30 | $217k | 9.2k | 23.52 |
| 2020-06-30 | $234k | 9.1k | 25.60 |
| 2020-03-31 | $261k | 9.1k | 28.74 |
| 2019-12-31 | $762k | 14k | 53.83 |
| 2019-09-30 | $803k | 16k | 50.41 |
| 2019-06-30 | $717k | 15k | 47.34 |
| 2018-12-31 | $688k | 15k | 46.08 |
| 2018-09-30 | $766k | 15k | 52.53 |
| 2018-06-30 | $3.1M | 55k | 55.43 |
| 2018-03-31 | $2.9M | 55k | 52.40 |
| 2017-12-31 | $3.4M | 56k | 60.67 |
| 2017-09-30 | $3.1M | 56k | 55.14 |
| 2017-06-30 | $2.4M | 44k | 55.35 |
| 2017-03-31 | $2.4M | 44k | 55.65 |
| 2016-12-31 | $2.4M | 43k | 55.12 |