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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Capital Analysts, 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)
4,943
Value
$409.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,943$409.0K<0.1%−18−0.4%ReducedHolders
Q1 20264,961$395.0K<0.1%+619+14.3%AddedHolders
Q4 20254,342$404.0K<0.1%+368+9.3%AddedHolders
Q3 20253,974$333.0K<0.1%−33−0.8%ReducedHolders
Q2 20254,007$322.0K<0.1%+4+0.1%AddedHolders
Q1 20254,003$287.0K<0.1%+4+0.1%AddedHolders
Q4 20243,999$280.0K<0.1%+759+23.4%AddedHolders
Q3 20243,240$183.0K<0.1%+119+3.8%AddedHolders
Q2 20243,121$186.0K<0.1%+404+14.9%AddedHolders
Q1 20242,717$157.0K<0.1%+17+0.6%AddedHolders
Q4 20232,700$133.0K<0.1%+301+12.5%AddedHolders
Q3 20232,399$98.0K<0.1%−89−3.6%ReducedHolders
Q2 20232,488$106.0K<0.1%+100+4.2%AddedHolders
Q1 20232,388$89.0K<0.1%+15+0.6%AddedHolders
Q4 20222,373$98.0K<0.1%−267−10.1%ReducedHolders
Q3 20222,640$107.0K<0.1%−276−9.5%ReducedHolders
Q2 20222,916$114.0K<0.1%+12+0.4%AddedHolders
Q1 20222,904$141.0K<0.1%+143+5.2%AddedHolders
Q4 20212,761$133.0K<0.1%+9+0.3%AddedHolders
Q3 20212,752$127.0K<0.1%+300+12.2%AddedHolders
Q2 20212,452$111.0K<0.1%−8−0.3%ReducedHolders
Q1 20212,460$96.0K<0.1%––Holders

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