Wells Fargo & Company shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $823k | 10k | 80.12 |
| 2025-06-30 | $834k | 12k | 71.79 |
| 2025-03-31 | $990k | 14k | 70.24 |
| 2024-12-31 | $957k | 17k | 56.49 |
| 2024-09-30 | $1.1M | 18k | 59.39 |
| 2024-06-30 | $1.1M | 18k | 59.39 |
| 2024-03-31 | $1.0M | 21k | 49.22 |
| 2023-12-31 | $842k | 21k | 40.86 |
| 2023-09-30 | $473k | 11k | 42.68 |
| 2023-06-30 | $407k | 11k | 37.38 |
| 2023-03-31 | $407k | 11k | 37.38 |
| 2022-12-31 | $401k | 9.7k | 41.29 |
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