Wells Fargo & Company shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Strategic Wealth Partners 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 Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $149k | 1.8k | 83.82 |
| 2025-06-30 | $153k | 1.9k | 80.12 |
| 2024-12-31 | $211k | 2.7k | 78.85 |
| 2024-03-31 | $201k | 3.5k | 57.96 |
| 2020-06-30 | $962k | 38k | 25.59 |
| 2019-09-30 | $191 | 3.9k | 0.05 |
| 2019-06-30 | $277k | 5.9k | 47.18 |
| 2019-03-31 | $601k | 12k | 48.83 |
| 2018-12-31 | $630k | 13k | 50.49 |
| 2018-09-30 | $694k | 13k | 52.55 |
| 2018-06-30 | $773k | 14k | 55.40 |
| 2018-03-31 | $1.7M | 32k | 52.42 |
| 2017-12-31 | $2.8M | 52k | 54.01 |