Wells Fargo & Company shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 14k | 83.82 |
| 2025-06-30 | $1.1M | 14k | 80.12 |
| 2025-03-31 | $1.0M | 14k | 71.79 |
| 2024-12-31 | $1.0M | 14k | 70.24 |
| 2024-09-30 | $774k | 14k | 56.49 |
| 2024-06-30 | $815k | 14k | 59.39 |
| 2024-03-31 | $789k | 14k | 57.96 |
| 2023-12-31 | $720k | 15k | 49.22 |
| 2023-09-30 | $555k | 14k | 40.86 |
| 2023-06-30 | $674k | 16k | 42.68 |
| 2023-03-31 | $584k | 16k | 37.38 |
| 2022-12-31 | $750k | 18k | 41.29 |