Peak Asset Management, LLC

SEC CIK: 0001632512
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Peak Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 29,178
Value: $2.41M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Peak Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,178	$2.41M	0.4%	+14,332+96.5%	Added	Holders
Q1 2026	14,846	$1.18M	0.2%	−11,872−44.4%	Reduced	Holders
Q4 2025	26,718	$2.49M	0.4%	−773−2.8%	Reduced	Holders
Q3 2025	27,491	$2.30M	0.4%	−418−1.5%	Reduced	Holders
Q2 2025	27,909	$2.24M	0.4%	+196+0.7%	Added	Holders
Q1 2025	27,713	$1.99M	0.4%	−2,075−7.0%	Reduced	Holders
Q4 2024	29,788	$2.09M	0.4%	−115−0.4%	Reduced	Holders
Q3 2024	29,903	$1.69M	0.3%	−944−3.1%	Reduced	Holders
Q2 2024	30,847	$1.83M	0.4%	−4,032−11.6%	Reduced	Holders
Q1 2024	34,879	$2.02M	0.4%	00.0%	Unchanged	Holders
Q4 2023	34,879	$1.72M	0.4%	−430−1.2%	Reduced	Holders
Q3 2023	35,309	$1.44M	0.3%	−68−0.2%	Reduced	Holders
Q2 2023	35,377	$1.51M	0.3%	+5,919+20.1%	Added	Holders
Q1 2023	29,458	$1.10M	0.3%	+642+2.2%	Added	Holders
Q4 2022	28,816	$1.19M	0.3%	+195+0.7%	Added	Holders
Q3 2022	28,621	$1.15M	0.3%	−916−3.1%	Reduced	Holders
Q2 2022	29,537	$1.16M	0.3%	−312−1.0%	Reduced	Holders
Q1 2022	29,849	$1.45M	0.3%	+592+2.0%	Added	Holders
Q4 2021	29,257	$1.40M	0.3%	−40−0.1%	Reduced	Holders
Q3 2021	29,297	$1.36M	0.3%	−125−0.4%	Reduced	Holders
Q2 2021	29,422	$1.33M	0.3%	−13,019−30.7%	Reduced	Holders
Q1 2021	42,441	$1.66M	0.4%	–	–	Holders

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