Institutional & Family Asset Management, LLC / WFC
Institutional & Family Asset Management, LLC’s Wells Fargo & Co Position
Does Institutional & Family Asset Management, LLC own Wells Fargo & Co (WFC)? Yes — 121.3K shares worth $7M (+1.10% of its 13F portfolio) as of Q2 2024, down from 125.5K shares the prior filed quarter.
Position Value
$7M
Q2 2024
Shares
121.3K
% of Portfolio
+1.10%
Quarters Held
23
currently held
Position History WFC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 121.3K | $7M | +1.10% |
| Q1 2024 | 125.5K | $7M | +1.16% |
| Q4 2023 | 135.8K | $7M | +1.10% |
| Q3 2023 | 136.2K | $6M | +0.91% |
| Q2 2023 | 135.8K | $6M | +0.94% |
| Q1 2023 | 135.7K | $5M | +0.84% |
| Q4 2022 | 132.1K | $5M | +0.91% |
| Q3 2022 | 132.5K | $5M | +0.94% |
| Q2 2022 | 129.8K | $5M | +0.88% |
| Q1 2022 | 118.5K | $6M | +0.90% |
| Q4 2021 | 117.9K | $6M | +0.88% |
| Q3 2021 | 121.7K | $6M | +0.90% |
| Q2 2021 | 122.5K | $6M | +0.91% |
| Q1 2021 | 128.7K | $5M | +0.97% |
| Q4 2020 | 136.6K | $4M | +0.87% |
| Q3 2020 | 146.4K | $3M | +0.80% |
| Q2 2020 | 136.0K | $3M | +0.72% |
| Q1 2020 | 131.5K | $4M | +0.87% |
| Q4 2019 | 95.3K | $5M | +1.08% |
| Q3 2019 | 103.7K | $5M | +1.15% |
| Q2 2019 | 104.4K | $5M | +1.07% |
| Q1 2019 | 101.1K | $5M | +1.03% |
| Q4 2018 | 100.0K | $5M | +1.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Institutional & Family Asset Management, LLC’s full portfolio or all institutional holders of WFC.