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Livermore
Livermore
ZHEN

Whalerock Point Partners, LLC

SEC CIK
0001389709
Latest filing
Aug 13, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Whalerock Point Partners, LLC, 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)
6,845
Value
$565.7K
% of portfolio
0.1%
Quarters held
19
Since Q2 2021
Holdings of WFC by Whalerock Point Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,845$565.7K0.1%+56+0.8%AddedHolders
Q1 20266,789$540.5K0.1%00.0%UnchangedHolders
Q4 20256,789$632.7K0.1%−904−11.8%ReducedHolders
Q3 20257,693$644.8K0.1%+1,410+22.4%AddedHolders
Q2 20256,283$503.4K0.1%+1,175+23.0%AddedHolders
Q1 20255,108$366.7K0.1%00.0%UnchangedHolders
Q4 20245,108$358.8K0.1%00.0%UnchangedHolders
Q3 20245,108$288.6K0.1%00.0%UnchangedHolders
Q2 20245,108$303.4K0.1%00.0%UnchangedHolders
Q1 20245,108$296.1K0.1%00.0%UnchangedHolders
Q4 20235,108$251.4K0.1%00.0%UnchangedHolders
Q3 20235,108$208.7K0.1%00.0%UnchangedHolders
Q2 20235,108$218.0K0.1%+5,108NewHolders
Q4 20220$00.0%−6,040−100.0%Sold outHolders
Q3 20226,040$243.0K0.1%00.0%UnchangedHolders
Q2 20226,040$237.0K0.1%+500+9.0%AddedHolders
Q1 20225,540$268.5K0.1%00.0%UnchangedHolders
Q4 20215,540$265.8K0.1%00.0%UnchangedHolders
Q3 20215,540$257.0K0.1%+900+19.4%AddedHolders
Q2 20214,640$210.1K0.1%+4,640NewHolders