Surevest »

Wells Fargo & Company shares owned by Surevest

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Surevest from 13F filings

Historical chart of Surevest investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Surevest consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $466k 12k 40.20
2022-06-30 $452k 12k 39.14
2022-03-31 $560k 12k 48.49
2021-12-31 $554k 12k 47.97
2021-09-30 $536k 12k 46.41
2021-06-30 $518k 11k 45.25
2021-03-31 $447k 11k 39.05
2020-12-31 $346k 11k 30.22
2020-09-30 $269k 11k 23.50
2020-06-30 $293k 11k 25.59