Wells Fargo & Company shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 3.4k | 83.82 |
| 2025-06-30 | $242k | 3.0k | 80.13 |
| 2025-03-31 | $202k | 2.8k | 71.78 |
| 2023-06-30 | $252k | 5.9k | 42.68 |
| 2019-12-31 | $5.0k | 100 | 50.00 |