Wells Fargo & Company shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 128k | 83.82 |
| 2025-03-31 | $1.1M | 16k | 71.79 |
| 2024-12-31 | $1.4M | 25k | 56.49 |
| 2024-09-30 | $1.4M | 25k | 56.49 |
More positions owned by Synergy Financial Management
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