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Wells Fargo & Company shares owned by Transamerica Financial Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Transamerica Financial Advisors from 13F filings

Historical chart of Transamerica Financial Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Transamerica 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $540k 9.5k 56.58
2024-06-30 $393k 6.6k 59.51
2024-03-31 $383k 6.6k 58.00
2023-12-31 $342k 6.9k 49.24
2023-09-30 $335k 8.2k 40.88
2023-06-30 $351k 8.2k 42.69
2023-03-31 $5.0k 118 42.37
2022-12-31 $5.0k 118 42.37
2022-09-30 $19k 468 40.60
2022-06-30 $6.0k 142 42.25
2020-06-30 $32k 1.2k 25.93
2019-06-30 $51k 1.1k 47.40
2018-12-31 $66k 1.4k 46.64
2018-09-30 $74k 1.4k 53.12
2018-06-30 $13k 231 56.28
2018-03-31 $1.0k 1 1000.00
2017-12-31 $1.0k 1 1000.00
2017-09-30 $999 3 333.33
2017-06-30 $999 9 111.11
2017-03-31 $2.0k 30 66.67
2016-12-31 $2.0k 37 54.05
2016-09-30 $958k 22k 44.31
2016-06-30 $947k 20k 47.35
2016-03-31 $1.1M 23k 48.39
2015-12-31 $1.2M 21k 54.37
2015-09-30 $1.0M 20k 51.36
2015-06-30 $1.1M 19k 56.27
2015-03-31 $980k 18k 54.41
2014-12-31 $904k 17k 54.87
2014-09-30 $954k 18k 51.92
2014-06-30 $1.0M 19k 52.56
2014-03-31 $258k 5.2k 49.80
2013-12-31 $29k 621 46.70
2013-09-30 $140k 3.4k 41.37
2013-06-30 $30k 721 41.61
2012-09-30 $25k 721 34.67
2012-06-30 $1.0k 721 1.39
2012-03-31 $25k 721 34.67
2011-09-30 $18k 721 24.97