Wells Fargo & Company shares owned by Strategic Planning Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Strategic Planning Group
from 13F filings
Historical chart of Strategic Planning Group investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Strategic Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Strategic Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 62k | 83.82 |
| 2025-06-30 | $2.0M | 25k | 80.12 |
| 2025-03-31 | $218k | 3.0k | 71.80 |
| 2024-12-31 | $203k | 2.9k | 70.24 |
| 2024-03-31 | $1.6M | 28k | 57.96 |
| 2023-12-31 | $1.3M | 26k | 49.22 |