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Apriem Advisors

SEC CIK
0001425165
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Apriem 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)
3,015
Value
$249.2K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2022
Holdings of WFC by Apriem Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,015$249.2K<0.1%00.0%UnchangedHolders
Q1 20263,015$240.0K<0.1%00.0%UnchangedHolders
Q4 20253,015$281.0K<0.1%−122−3.9%ReducedHolders
Q3 20253,137$262.9K<0.1%+97+3.2%AddedHolders
Q2 20253,040$243.6K<0.1%−37−1.2%ReducedHolders
Q1 20253,077$220.9K<0.1%+181+6.3%AddedHolders
Q4 20242,896$203.4K<0.1%+2,896NewHolders
Q1 20240$00.0%−4,280−100.0%Sold outHolders
Q4 20234,280$210.7K<0.1%+4,280NewHolders
Q2 20220$00.0%−4,500−100.0%Sold outHolders
Q1 20224,500$218.0K<0.1%+4,500NewHolders