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Livermore
Livermore
ZHEN

Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Plancorp, 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)
21,013
Value
$1.84M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,013$1.84M<0.1%+6,169+41.6%AddedHolders
Q1 202614,844$1.27M<0.1%−47−0.3%ReducedHolders
Q4 202514,891$1.39M<0.1%+50+0.3%AddedHolders
Q3 202514,841$1.24M<0.1%−260−1.7%ReducedHolders
Q2 202515,101$1.21M<0.1%−248−1.6%ReducedHolders
Q1 202515,349$1.10M<0.1%+460+3.1%AddedHolders
Q4 202414,889$1.05M<0.1%+1,264+9.3%AddedHolders
Q3 202413,625$769.7K<0.1%+111+0.8%AddedHolders
Q2 202413,514$802.6K<0.1%+240+1.8%AddedHolders
Q1 202413,274$769.4K<0.1%+3,665+38.1%AddedHolders
Q4 20239,609$473.0K<0.1%+429+4.7%AddedHolders
Q3 20239,180$375.1K<0.1%+1,087+13.4%AddedHolders
Q2 20238,093$345.4K<0.1%+434+5.7%AddedHolders
Q1 20237,659$286.3K<0.1%+18+0.2%AddedHolders
Q4 20227,641$315.5K<0.1%−814−9.6%ReducedHolders
Q3 20228,455$340.0K<0.1%+171+2.1%AddedHolders
Q2 20228,284$324.0K<0.1%+210+2.6%AddedHolders
Q1 20228,074$391.0K<0.1%+38+0.5%AddedHolders
Q4 20218,036$386.0K<0.1%+323+4.2%AddedHolders
Q3 20217,713$358.0K<0.1%+249+3.3%AddedHolders
Q2 20217,464$338.0K<0.1%−96−1.3%ReducedHolders
Q1 20217,560$295.0K0.1%––Holders

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