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Wells Fargo & Company shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Retirement 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.7k 83.82
2013-09-30 $223k 5.4k 41.27
2013-06-30 $223k 5.4k 41.27
2012-12-31 $120k 3.5k 34.32
2012-09-30 $105k 3.1k 33.77
2012-06-30 $55k 1.6k 33.43
2012-03-31 $56k 1.7k 33.90
2011-12-31 $49k 1.8k 27.47
2011-09-30 $52k 2.1k 24.76
2010-12-31 $66k 1.9k 34.04