Wells Fargo & Company shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 3.5k | 80.12 |
| 2025-06-30 | $280k | 3.5k | 80.12 |
| 2023-06-30 | $206k | 4.7k | 43.56 |
| 2022-12-31 | $278k | 6.7k | 41.29 |
| 2022-09-30 | $280k | 6.7k | 41.62 |
| 2022-06-30 | $264k | 6.7k | 39.24 |
| 2022-03-31 | $328k | 6.7k | 48.75 |
| 2021-12-31 | $660k | 13k | 50.55 |
| 2021-09-30 | $606k | 13k | 46.42 |
| 2021-06-30 | $591k | 13k | 45.27 |
| 2021-03-31 | $330k | 14k | 23.53 |
| 2020-12-31 | $419k | 14k | 29.67 |
| 2020-09-30 | $330k | 14k | 23.53 |
| 2020-06-30 | $359k | 14k | 25.60 |
| 2020-03-31 | $309k | 12k | 26.73 |
| 2019-12-31 | $621k | 12k | 53.72 |
| 2019-09-30 | $701k | 14k | 49.83 |
| 2019-06-30 | $630k | 14k | 44.80 |
| 2019-03-31 | $760k | 16k | 48.84 |
| 2018-12-31 | $685k | 14k | 47.75 |
More positions owned by Vista Private Wealth Partners
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