Wells Fargo & Company shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $529k | 6.3k | 83.82 |
| 2025-06-30 | $295k | 3.7k | 80.12 |
| 2024-06-30 | $15k | 255 | 59.39 |
| 2024-03-31 | $15k | 255 | 57.96 |
| 2023-12-31 | $35k | 715 | 49.22 |
| 2023-09-30 | $10k | 255 | 40.86 |
| 2023-06-30 | $11k | 255 | 42.68 |
| 2020-09-30 | $212k | 9.0k | 23.48 |
| 2020-06-30 | $215k | 8.2k | 26.32 |
| 2019-12-31 | $241k | 4.5k | 53.87 |
| 2019-09-30 | $292k | 5.9k | 49.28 |
| 2019-06-30 | $313k | 6.6k | 47.28 |
| 2019-03-31 | $288k | 6.0k | 48.24 |
| 2018-12-31 | $291k | 6.3k | 46.04 |
More positions owned by VisionPoint Advisory Group
View all positions for VisionPoint Advisory Group