Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Sowell Financial Services 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): 103,291
Value: $8.54M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	103,291	$8.54M	0.3%	+56+0.1%	Added	Holders
Q1 2026	103,235	$8.22M	0.3%	−2,880−2.7%	Reduced	Holders
Q4 2025	106,115	$9.89M	0.4%	−2,234−2.1%	Reduced	Holders
Q3 2025	108,349	$9.08M	0.3%	−2,144−1.9%	Reduced	Holders
Q2 2025	110,493	$8.85M	0.4%	−696−0.6%	Reduced	Holders
Q1 2025	111,189	$7.98M	0.4%	−756−0.7%	Reduced	Holders
Q4 2024	111,945	$7.86M	0.4%	−10,233−8.4%	Reduced	Holders
Q3 2024	122,178	$6.90M	0.3%	−5,606−4.4%	Reduced	Holders
Q2 2024	127,784	$7.59M	0.4%	−8,305−6.1%	Reduced	Holders
Q1 2024	136,089	$7.89M	0.4%	−1,898−1.4%	Reduced	Holders
Q4 2023	137,987	$6.79M	0.4%	+24,112+21.2%	Added	Holders
Q3 2023	113,875	$4.65M	0.3%	−9,635−7.8%	Reduced	Holders
Q2 2023	123,510	$5.27M	0.3%	+25,375+25.9%	Added	Holders
Q1 2023	98,135	$3.67M	0.3%	−53,883−35.4%	Reduced	Holders
Q4 2022	152,018	$6.28M	0.4%	+27,554+22.1%	Added	Holders
Q3 2022	124,464	$5.01M	0.5%	+5,573+4.7%	Added	Holders
Q2 2022	118,891	$4.66M	0.4%	+95,998+419.3%	Added	Holders
Q1 2022	22,893	$1.02M	0.2%	−52,962−69.8%	Reduced	Holders
Q4 2021	75,855	$3.64M	0.2%	−24,825−24.7%	Reduced	Holders
Q3 2021	100,680	$4.67M	0.3%	−6,449−6.0%	Reduced	Holders
Q2 2021	107,129	$4.85M	0.3%	−87,462−44.9%	Reduced	Holders
Q1 2021	194,591	$9.07M	0.3%	–	–	Holders

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