WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

SVB WEALTH LLC's Holding History (CIK: 0001626116)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,291 Value ($000) $959 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 10,726 Value ($000) $899 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 13,124 Value ($000) $1,051 Avg Close $71.15 Range $57.46 - $80.20
Q4 2024
Shares 49,637 Value ($000) $3,487 Avg Close $66.67 Range $52.95 - $76.47
Q2 2024
Shares 52,664 Value ($000) $3,128 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 59,911 Value ($000) $3,472 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 61,128 Value ($000) $3,009 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 59,529 Value ($000) $2,432 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 65,937 Value ($000) $2,814 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 72,767 Value ($000) $2,720 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 76,548 Value ($000) $3,161 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 82,228 Value ($000) $3,307 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 55,574 Value ($000) $2,177 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 53,058 Value ($000) $2,571 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 50,342 Value ($000) $2,415 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 43,096 Value ($000) $2,000 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 43,812 Value ($000) $1,984 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 44,170 Value ($000) $1,726 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 43,119 Value ($000) $1,301 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 47,335 Value ($000) $1,113 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 62,307 Value ($000) $1,595 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 118,965 Value ($000) $3,414 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 160,323 Value ($000) $8,625 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 178,808 Value ($000) $9,019 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 223,996 Value ($000) $10,600 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 252,742 Value ($000) $12,212 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 236,229 Value ($000) $10,886 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 272,463 Value ($000) $14,320 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 465,810 Value ($000) $25,825 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 582,346 Value ($000) $30,521 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 604,402 Value ($000) $36,669 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 616,285 Value ($000) $33,988 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 624,821 Value ($000) $34,622 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 597,285 Value ($000) $33,244 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 609,857 Value ($000) $33,610 Avg Close $39.03 Range $33.61 - $45.16
Q3 2016
Shares 629,677 Value ($000) $27,882 Avg Close $36.83 Range $34.04 - $39.36
Q2 2016
Shares 657,914 Value ($000) $31,139 Avg Close $37.23 Range $34.07 - $39.20
Q1 2016
Shares 678,335 Value ($000) $32,804 Avg Close $37.11 Range $33.81 - $40.17
Q4 2015
Shares 669,699 Value ($000) $36,405 Avg Close $40.84 Range $37.08 - $42.48
Q3 2015
Shares 665,882 Value ($000) $34,193 Avg Close $41.08 Range $35.76 - $43.73
Q2 2015
Shares 715,467 Value ($000) $40,238 Avg Close $41.38 Range $39.58 - $43.35
Q1 2015
Shares 730,990 Value ($000) $39,766 Avg Close $39.85 Range $37.02 - $41.60
Q4 2014
Shares 749,370 Value ($000) $41,080 Avg Close $38.77 Range $33.87 - $41.08