D.A. Davidson & Co.

SEC CIK: 0001080107
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WFC holding history

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

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 230,593
Value: $19.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by D.A. Davidson & Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	230,593	$19.1M	0.1%	+11,628+5.3%	Added	Holders
Q1 2026	218,965	$17.4M	0.1%	−2,300−1.0%	Reduced	Holders
Q4 2025	221,265	$20.6M	0.1%	−6,131−2.7%	Reduced	Holders
Q3 2025	227,396	$19.1M	0.1%	−4,704−2.0%	Reduced	Holders
Q2 2025	232,100	$18.6M	0.1%	+1,494+0.6%	Added	Holders
Q1 2025	230,606	$16.6M	0.1%	−8,982−3.7%	Reduced	Holders
Q4 2024	239,588	$16.8M	0.1%	+13,296+5.9%	Added	Holders
Q3 2024	226,292	$12.8M	0.1%	+1,129+0.5%	Added	Holders
Q2 2024	225,163	$13.4M	0.1%	−2,781−1.2%	Reduced	Holders
Q1 2024	227,944	$13.2M	0.1%	−206−0.1%	Reduced	Holders
Q4 2023	228,150	$11.2M	0.1%	+780+0.3%	Added	Holders
Q3 2023	227,370	$9.29M	0.1%	+9,060+4.2%	Added	Holders
Q2 2023	218,310	$9.32M	0.1%	+3,805+1.8%	Added	Holders
Q1 2023	214,505	$8.02M	0.1%	−20,791−8.8%	Reduced	Holders
Q4 2022	235,296	$9.72M	0.1%	+4,202+1.8%	Added	Holders
Q3 2022	231,094	$9.29M	0.1%	+1,377+0.6%	Added	Holders
Q2 2022	229,717	$9.00M	0.1%	+1,876+0.8%	Added	Holders
Q1 2022	227,841	$11.0M	0.1%	−10,552−4.4%	Reduced	Holders
Q4 2021	238,393	$11.4M	0.1%	−1,651−0.7%	Reduced	Holders
Q3 2021	240,044	$11.1M	0.1%	+2,213+0.9%	Added	Holders
Q2 2021	237,831	$10.8M	0.1%	+12,579+5.6%	Added	Holders
Q1 2021	225,252	$8.80M	0.1%	–	–	Holders

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