Wells Fargo & Company shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $6.4k | 77 | 82.65 |
| 2025-09-30 | $13k | 152 | 83.82 |
| 2025-06-30 | $12k | 152 | 80.13 |
| 2025-03-31 | $11k | 152 | 71.80 |
| 2024-12-31 | $11k | 152 | 70.24 |
| 2024-09-30 | $8.6k | 152 | 56.49 |
| 2024-06-30 | $9.0k | 152 | 59.39 |
| 2024-03-31 | $8.8k | 152 | 57.96 |
| 2023-12-31 | $7.5k | 152 | 49.22 |
| 2023-09-30 | $47k | 1.2k | 40.86 |
| 2023-06-30 | $49k | 1.2k | 42.68 |
| 2023-03-31 | $5.7k | 152 | 37.38 |
| 2022-12-31 | $6.3k | 152 | 41.29 |