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Livermore
Livermore
ZHEN

Rational Advisors LLC

SEC CIK
0001143565
Latest filing
Jul 24, 2026

WFC.PL holding history

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

WFC.PL overviewAll 13F holders of WFC.PLFull Q2 2026 holdings

Shares (Q2 2026)
8,200
Value
$9.49M
% of portfolio
0.9%
Quarters held
19
Since Q1 2021
Holdings of WFC.PL by Rational Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,200$9.49M0.9%−8,200−50.0%ReducedHolders
Q1 202616,400$19.4M2.0%+8,200+100.0%AddedHolders
Q4 20258,200$9.94M1.0%00.0%UnchangedHolders
Q3 20258,200$10.1M1.0%00.0%UnchangedHolders
Q2 20258,200$9.63M1.0%+400+5.1%AddedHolders
Q1 20257,800$9.37M0.9%+400+5.4%AddedHolders
Q4 20247,400$8.84M0.9%+2,000+37.0%AddedHolders
Q3 20245,400$6.92M0.7%00.0%UnchangedHolders
Q2 20245,400$6.42M0.6%+300+5.9%AddedHolders
Q1 20245,100$6.22M0.6%00.0%UnchangedHolders
Q4 20235,100$6.10M0.6%+900+21.4%AddedHolders
Q3 20234,200$4.68M0.4%+2,900+223.1%AddedHolders
Q2 20231,300$1.50M0.1%+1,300NewHolders
Q1 20230$00.0%−4,183−100.0%Sold outHolders
Q4 20224,183$4.96M0.4%00.0%UnchangedHolders
Q3 20224,183$5.04M0.4%+700+20.1%AddedHolders
Q2 20223,483$4.23M0.3%+1,800+107.0%AddedHolders
Q1 20221,683$2.23M0.1%−1,000−37.3%ReducedHolders
Q4 20212,683$4.00M0.2%+2,683NewHolders
Q2 20210$00.0%−1,453−100.0%Sold outHolders
Q1 20211,453$2.06M0.4%––Holders

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