Wells Fargo & Company shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 65k | 56.49 |
| 2024-06-30 | $4.4M | 75k | 59.39 |
| 2024-03-31 | $3.2M | 55k | 57.96 |
| 2023-12-31 | $2.6M | 52k | 49.22 |
| 2023-09-30 | $2.1M | 51k | 40.86 |
| 2023-06-30 | $1.5M | 35k | 42.68 |
| 2023-03-31 | $2.5M | 67k | 37.38 |
| 2022-12-31 | $852k | 21k | 41.29 |
| 2022-09-30 | $723k | 18k | 40.21 |
| 2022-06-30 | $866k | 22k | 39.17 |
| 2022-03-31 | $713k | 15k | 48.45 |
| 2021-12-31 | $340k | 7.1k | 48.04 |
| 2021-09-30 | $412k | 8.9k | 46.44 |
| 2021-06-30 | $336k | 7.4k | 45.30 |
| 2021-03-31 | $274k | 7.0k | 39.08 |
| 2020-12-31 | $221k | 7.3k | 30.13 |
| 2018-03-31 | $1.1M | 1.1M | 1.00 |
| 2017-12-31 | $1.3M | 20k | 64.86 |