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Livermore
Livermore
ZHEN

Wharton Business Group, LLC

SEC CIK
0001513126
Latest filing
Aug 10, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Wharton Business Group, 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)
17,675
Value
$1.46M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of WFC by Wharton Business Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,675$1.46M<0.1%00.0%UnchangedHolders
Q1 202617,675$1.41M0.1%00.0%UnchangedHolders
Q4 202517,675$1.65M0.1%00.0%UnchangedHolders
Q3 202517,675$1.48M0.1%−20−0.1%ReducedHolders
Q2 202517,695$1.42M0.1%00.0%UnchangedHolders
Q1 202517,695$1.27M0.1%−50.0%ReducedHolders
Q4 202417,700$1.24M0.1%00.0%UnchangedHolders
Q3 202417,700$1.00M<0.1%00.0%UnchangedHolders
Q2 202417,700$1.05M0.1%00.0%UnchangedHolders
Q1 202417,700$1.03M<0.1%00.0%UnchangedHolders
Q4 202317,700$871.0K<0.1%−300−1.7%ReducedHolders
Q3 202318,000$735.0K<0.1%00.0%UnchangedHolders
Q2 202318,000$768.0K0.1%+200+1.1%AddedHolders
Q1 202317,800$665.0K<0.1%00.0%UnchangedHolders
Q4 202217,800$735.0K<0.1%+105+0.6%AddedHolders
Q3 202217,695$711.0K<0.1%+215+1.2%AddedHolders
Q2 202217,480$685.0K<0.1%+10,945+167.5%AddedHolders
Q1 20226,535$317.0K<0.1%+6,535NewHolders