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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by JFS Wealth Advisors, 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)
6,059
Value
$500.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,059$500.7K<0.1%−347−5.4%ReducedHolders
Q1 20266,406$510.0K<0.1%+61+1.0%AddedHolders
Q4 20256,345$591.4K<0.1%−1,634−20.5%ReducedHolders
Q3 20257,979$668.8K<0.1%−2,877−26.5%ReducedHolders
Q2 202510,856$869.8K0.1%+240+2.3%AddedHolders
Q1 202510,616$762.1K0.1%−454−4.1%ReducedHolders
Q4 202411,070$777.6K0.1%−186−1.7%ReducedHolders
Q3 202411,256$635.8K<0.1%−3,306−22.7%ReducedHolders
Q2 202414,562$864.8K0.1%−1,756−10.8%ReducedHolders
Q1 202416,318$945.8K0.1%+34+0.2%AddedHolders
Q4 202316,284$801.5K0.1%−299−1.8%ReducedHolders
Q3 202316,583$677.6K0.1%+119+0.7%AddedHolders
Q2 202316,464$702.7K0.1%+29+0.2%AddedHolders
Q1 202316,435$614.4K0.1%−53−0.3%ReducedHolders
Q4 202216,488$680.8K0.1%+5,952+56.5%AddedHolders
Q3 202210,536$424.0K<0.1%−2,080−16.5%ReducedHolders
Q2 202212,616$494.0K0.1%−1,186−8.6%ReducedHolders
Q1 202213,802$669.0K0.1%+154+1.1%AddedHolders
Q4 202113,648$655.0K0.1%+157+1.2%AddedHolders
Q3 202113,491$626.0K0.1%+155+1.2%AddedHolders
Q2 202113,336$604.0K0.1%−1,756−11.6%ReducedHolders
Q1 202115,092$590.0K0.1%––Holders

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