Wells Fargo & Company shares owned by Westwood Holdings
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $87M | 1.5M | 56.49 |
| 2024-06-30 | $84M | 1.4M | 59.39 |
| 2024-03-31 | $93M | 1.6M | 57.96 |
| 2023-09-30 | $73M | 1.8M | 40.86 |
| 2023-06-30 | $76M | 1.8M | 42.68 |
| 2023-03-31 | $797k | 21k | 37.40 |
| 2022-12-31 | $913k | 22k | 41.29 |
| 2022-09-30 | $890k | 22k | 40.24 |
| 2022-06-30 | $878k | 22k | 39.20 |
| 2022-03-31 | $1.0M | 21k | 48.44 |
| 2021-12-31 | $1.1M | 22k | 47.97 |
| 2021-09-30 | $1.0M | 22k | 46.44 |
| 2021-06-30 | $1.9M | 43k | 45.30 |
| 2021-03-31 | $1.7M | 42k | 39.06 |
| 2020-12-31 | $1.1M | 36k | 30.19 |
| 2020-09-30 | $53M | 2.3M | 23.51 |
| 2020-06-30 | $62M | 2.4M | 25.60 |
| 2020-03-31 | $74M | 2.6M | 28.70 |
| 2019-12-31 | $116M | 2.1M | 53.80 |
| 2019-09-30 | $100M | 2.0M | 50.44 |
| 2019-06-30 | $96M | 2.0M | 47.32 |
| 2019-03-31 | $102M | 2.1M | 48.32 |
| 2018-12-31 | $60M | 1.3M | 46.08 |
| 2018-09-30 | $74M | 1.4M | 52.56 |
| 2018-06-30 | $79M | 1.4M | 55.44 |
| 2018-03-31 | $79M | 1.5M | 52.41 |
| 2017-12-31 | $99M | 1.6M | 60.67 |
| 2017-09-30 | $144M | 2.6M | 55.15 |
| 2017-06-30 | $194M | 3.5M | 55.38 |
| 2017-03-31 | $197M | 3.5M | 55.66 |
| 2016-12-31 | $204M | 3.7M | 55.11 |
| 2016-09-30 | $173M | 3.9M | 44.28 |
| 2016-06-30 | $198M | 4.2M | 47.33 |
| 2016-03-31 | $192M | 4.0M | 48.36 |
| 2015-12-31 | $201M | 3.7M | 54.36 |
| 2015-09-30 | $200M | 3.9M | 51.35 |
| 2015-06-30 | $220M | 3.9M | 56.24 |
| 2015-03-31 | $214M | 3.9M | 54.40 |
| 2014-12-31 | $212M | 3.9M | 54.82 |
| 2014-09-30 | $167M | 3.2M | 51.87 |
| 2014-06-30 | $198M | 3.8M | 52.56 |
| 2014-03-31 | $194M | 3.9M | 49.74 |
| 2013-12-31 | $142M | 3.1M | 45.40 |
| 2013-09-30 | $171M | 4.1M | 41.32 |
| 2013-06-30 | $181M | 4.4M | 41.27 |