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Wells Fargo & Company shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $818k 9.8k 83.82
2025-06-30 $692k 8.6k 80.12
2025-03-31 $605k 8.4k 71.79
2024-12-31 $519k 7.4k 70.24
2024-09-30 $157k 2.8k 56.49
2024-06-30 $135k 2.3k 59.39
2024-03-31 $43k 736 57.96
2023-12-31 $36k 724 49.22
2023-09-30 $14k 348 40.88
2023-06-30 $137k 3.2k 42.70
2023-03-31 $193k 5.2k 37.39
2022-12-31 $212k 5.1k 41.29
2019-09-30 $42k 841 49.94
2016-09-30 $4.6M 104k 44.28
2016-06-30 $4.9M 103k 47.33
2016-03-31 $4.6M 95k 48.36
2015-12-31 $3.9M 73k 54.37