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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
54,481
Value
$4.50M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,481$4.50M0.1%−42,837−44.0%ReducedHolders
Q1 202697,318$7.75M0.2%+1,399+1.5%AddedHolders
Q4 202595,919$8.94M0.3%+2,067+2.2%AddedHolders
Q3 202593,852$7.87M0.3%−5,156−5.2%ReducedHolders
Q2 202599,008$7.93M0.3%−50,363−33.7%ReducedHolders
Q1 2025149,371$10.7M0.4%+75,464+102.1%AddedHolders
Q4 202473,907$5.19M0.2%+37,324+102.0%AddedHolders
Q3 202436,583$2.07M0.1%−991−2.6%ReducedHolders
Q2 202437,574$2.23M0.1%−2,820−7.0%ReducedHolders
Q1 202440,394$2.34M0.1%−4,284−9.6%ReducedHolders
Q4 202344,678$2.20M0.1%−53,580−54.5%ReducedHolders
Q3 202398,258$4.01M0.2%+31,834+47.9%AddedHolders
Q2 202366,424$2.83M0.1%−2,497−3.6%ReducedHolders
Q1 202368,921$2.58M0.1%−1,169−1.7%ReducedHolders
Q4 202270,090$2.89M0.1%−84,272−54.6%ReducedHolders
Q3 2022154,362$6.21M0.3%−51,340−25.0%ReducedHolders
Q2 2022205,702$8.06M0.4%+35,256+20.7%AddedHolders
Q1 2022170,446$8.26M0.4%+122,770+257.5%AddedHolders
Q4 202147,676$2.29M0.1%+34,518+262.3%AddedHolders
Q3 202113,158$611.0K<0.1%−47−0.4%ReducedHolders
Q2 202113,205$598.0K<0.1%+150+1.1%AddedHolders
Q1 202113,055$510.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.