Joel Isaacson & Co., LLC
- SEC CIK
- 0001599330
- Latest filing
- Aug 4, 2026
WFC holding history
Wells Fargo & Company in every 13F filed by Joel Isaacson & Co., 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)
- 58,015
- Value
- $4.79M
- % of portfolio
- 0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 58,015 | $4.79M | 0.1% | −1,015−1.7% | Reduced | Holders |
| Q1 2026 | 59,030 | $4.70M | 0.2% | −159−0.3% | Reduced | Holders |
| Q4 2025 | 59,189 | $5.52M | 0.2% | +1,861+3.2% | Added | Holders |
| Q3 2025 | 57,328 | $4.81M | 0.2% | +10,698+22.9% | Added | Holders |
| Q2 2025 | 46,630 | $3.74M | 0.2% | −214−0.5% | Reduced | Holders |
| Q1 2025 | 46,844 | $3.36M | 0.2% | +1,367+3.0% | Added | Holders |
| Q4 2024 | 45,477 | $3.19M | 0.1% | +321+0.7% | Added | Holders |
| Q3 2024 | 45,156 | $2.55M | 0.1% | +313+0.7% | Added | Holders |
| Q2 2024 | 44,843 | $2.66M | 0.1% | +176+0.4% | Added | Holders |
| Q1 2024 | 44,667 | $2.59M | 0.1% | +12,485+38.8% | Added | Holders |
| Q4 2023 | 32,182 | $1.58M | 0.1% | +4,164+14.9% | Added | Holders |
| Q3 2023 | 28,018 | $1.14M | 0.1% | +411+1.5% | Added | Holders |
| Q2 2023 | 27,607 | $1.18M | 0.1% | −7,097−20.5% | Reduced | Holders |
| Q1 2023 | 34,704 | $1.30M | 0.1% | +6,874+24.7% | Added | Holders |
| Q4 2022 | 27,830 | $1.15M | 0.1% | +2,000+7.7% | Added | Holders |
| Q3 2022 | 25,830 | $1.04M | 0.1% | +306+1.2% | Added | Holders |
| Q2 2022 | 25,524 | $1.00M | 0.1% | +2,580+11.2% | Added | Holders |
| Q1 2022 | 22,944 | $1.08M | 0.1% | −999−4.2% | Reduced | Holders |
| Q4 2021 | 23,943 | $1.15M | 0.1% | −80.0% | Reduced | Holders |
| Q3 2021 | 23,951 | $1.11M | 0.1% | +11,500+92.4% | Added | Holders |
| Q2 2021 | 12,451 | $564.0K | <0.1% | +1,791+16.8% | Added | Holders |
| Q1 2021 | 10,660 | $416.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.