Wells Fargo & Company shares owned by UMA Financial Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $471k | 5.6k | 83.83 |
| 2025-06-30 | $585k | 7.3k | 80.12 |
| 2025-03-31 | $511k | 7.1k | 71.79 |
| 2024-12-31 | $503k | 7.2k | 70.24 |
| 2024-09-30 | $451k | 7.2k | 63.03 |
| 2024-06-30 | $431k | 7.2k | 60.24 |
| 2024-03-31 | $404k | 7.2k | 56.41 |
| 2023-12-31 | $327k | 6.7k | 48.53 |
| 2023-09-30 | $269k | 6.8k | 39.70 |
| 2023-06-30 | $298k | 6.9k | 43.40 |
| 2023-03-31 | $290k | 6.9k | 42.24 |
| 2022-12-31 | $305k | 6.9k | 44.45 |
| 2022-09-30 | $294k | 6.8k | 43.27 |
| 2022-06-30 | $300k | 6.9k | 43.52 |
| 2022-03-31 | $246k | 5.4k | 45.96 |