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Wells Fargo & Company shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Strategic Investment Advisors / MI consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2025-09-30 $710k 8.5k 83.82
2025-06-30 $783k 9.9k 79.25
2025-03-31 $817k 11k 71.79
2024-12-31 $878k 13k 70.24
2024-09-30 $781k 14k 56.49
2024-06-30 $848k 14k 59.39
2024-03-31 $834k 14k 57.96
2023-12-31 $822k 17k 49.22
2023-09-30 $733k 18k 40.86
2023-06-30 $1.4M 33k 42.68
2023-03-31 $632k 17k 37.38
2022-12-31 $707k 17k 41.29
2022-09-30 $683k 17k 40.18