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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Sheets Smith Wealth Management, 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)
8,773
Value
$725.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,773$725.0K0.1%+14+0.2%AddedHolders
Q1 20268,759$697.3K0.1%+98+1.1%AddedHolders
Q4 20258,661$807.2K0.1%+205+2.4%AddedHolders
Q3 20258,456$708.8K0.1%+10+0.1%AddedHolders
Q2 20258,446$676.7K0.1%−1,882−18.2%ReducedHolders
Q1 202510,328$741.5K0.1%−7−0.1%ReducedHolders
Q4 202410,335$725.9K0.1%+80+0.8%AddedHolders
Q3 202410,255$579.3K0.1%−37−0.4%ReducedHolders
Q2 202410,292$611.2K0.1%+120+1.2%AddedHolders
Q1 202410,172$589.6K0.1%+22+0.2%AddedHolders
Q4 202310,150$499.6K0.1%−1,758−14.8%ReducedHolders
Q3 202311,908$486.6K0.1%+29+0.2%AddedHolders
Q2 202311,879$507.0K0.1%−1,012−7.9%ReducedHolders
Q1 202312,891$481.9K0.1%+30.0%AddedHolders
Q4 202212,888$532.2K0.1%+9+0.1%AddedHolders
Q3 202212,879$518.0K0.1%+9+0.1%AddedHolders
Q2 202212,870$504.0K0.1%−600−4.5%ReducedHolders
Q1 202213,470$653.0K0.1%−393−2.8%ReducedHolders
Q4 202113,863$665.0K0.1%+60.0%AddedHolders
Q3 202113,857$643.0K0.1%+206+1.5%AddedHolders
Q2 202113,651$618.0K0.1%+30.0%AddedHolders
Q1 202113,648$533.0K0.1%––Holders

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