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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by First Foundation Advisors, 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)
10,109
Value
$835.4K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of WFC by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,109$835.4K<0.1%+2,056+25.5%AddedHolders
Q1 20268,053$641.1K<0.1%+504+6.7%AddedHolders
Q4 20257,549$703.6K<0.1%+2,622+53.2%AddedHolders
Q3 20254,927$413.0K<0.1%+924+23.1%AddedHolders
Q2 20254,003$320.7K<0.1%+4,003NewHolders
Q3 20240$00.0%−3,797−100.0%Sold outHolders
Q2 20243,797$225.5K<0.1%00.0%UnchangedHolders
Q1 20243,797$220.1K<0.1%00.0%UnchangedHolders
Q4 20233,797$186.9K<0.1%−7,322−65.9%ReducedHolders
Q3 202311,119$454.3K<0.1%−758−6.4%ReducedHolders
Q2 202311,877$506.9K<0.1%−1,572−11.7%ReducedHolders
Q1 202313,449$502.7K<0.1%−5,226−28.0%ReducedHolders
Q4 202218,675$771.1K<0.1%+4,866+35.2%AddedHolders
Q3 202213,809$555.0K<0.1%+825+6.4%AddedHolders
Q2 202212,984$509.0K<0.1%−2,085−13.8%ReducedHolders
Q1 202215,069$730.0K<0.1%+1,670+12.5%AddedHolders
Q4 202113,399$643.0K<0.1%+1,616+13.7%AddedHolders
Q3 202111,783$547.0K<0.1%−3,361−22.2%ReducedHolders
Q2 202115,144$686.0K<0.1%+1,887+14.2%AddedHolders
Q1 202113,257$518.0K<0.1%––Holders

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