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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by GWM Advisors 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)
555,363
Value
$45.9M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026555,363$45.9M0.1%−588,292−51.4%ReducedHolders
Q1 20261,143,655$91.0M0.3%+23,330+2.1%AddedHolders
Q4 20251,120,325$104.4M0.4%+64,670+6.1%AddedHolders
Q3 20251,055,655$88.5M0.4%+53,373+5.3%AddedHolders
Q2 20251,002,282$80.3M0.4%+75,023+8.1%AddedHolders
Q1 2025927,259$66.6M0.4%−17,653−1.9%ReducedHolders
Q4 2024944,912$66.4M0.4%+8,982+1.0%AddedHolders
Q3 2024935,930$52.9M0.3%+66,353+7.6%AddedHolders
Q2 2024869,577$51.6M0.4%+52,873+6.5%AddedHolders
Q1 2024816,704$47.3M0.4%+13,940+1.7%AddedHolders
Q4 2023802,764$39.5M0.4%+607,676+311.5%AddedHolders
Q3 2023195,088$7.97M0.1%+20,592+11.8%AddedHolders
Q2 2023174,496$7.45M0.1%−8,682−4.7%ReducedHolders
Q1 2023183,178$6.85M0.1%+27,753+17.9%AddedHolders
Q4 2022155,425$1.58M<0.1%+13,662+9.6%AddedHolders
Q3 2022141,763$5.70M0.1%+9,748+7.4%AddedHolders
Q2 2022132,015$5.17M0.1%+16,588+14.4%AddedHolders
Q1 2022115,427$5.59M0.1%+12,455+12.1%AddedHolders
Q4 2021102,972$4.94M0.1%+9,953+10.7%AddedHolders
Q3 202193,019$4.32M0.1%+14,604+18.6%AddedHolders
Q2 202178,415$3.55M0.1%+25,103+47.1%AddedHolders
Q1 202153,312$2.08M0.1%––Holders

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