Skip to main content

HighPoint Advisor Group LLC

SEC CIK
0001616034
Latest filing
Aug 5, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by HighPoint Advisor 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)
26,881
Value
$2.22M
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of WFC by HighPoint Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,881$2.22M0.1%+983+3.8%AddedHolders
Q1 202625,898$2.06M0.1%−82,835−76.2%ReducedHolders
Q4 2025108,733$10.1M0.2%+28,517+35.6%AddedHolders
Q3 202580,216$6.72M0.3%+1,396+1.8%AddedHolders
Q2 202578,820$6.32M0.3%+1,789+2.3%AddedHolders
Q1 202577,031$5.48M0.3%+14,405+23.0%AddedHolders
Q4 202462,626$4.93M0.3%+1,119+1.8%AddedHolders
Q3 202461,507$3.47M0.2%−5,939−8.8%ReducedHolders
Q2 202467,446$4.05M0.2%+6,723+11.1%AddedHolders
Q1 202460,723$3.72M0.3%+1,450+2.4%AddedHolders
Q4 202359,273$3.36M0.2%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 202245,045$1.78M0.2%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202147,972$2.23M0.2%−15,293−24.2%ReducedHolders
Q2 202163,265$2.87M0.3%+29,968+90.0%AddedHolders
Q1 202133,297$1.35M0.2%––Holders

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