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Livermore
Livermore
ZHEN

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by River Wealth 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)
9,381
Value
$775.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,381$775.3K0.1%−113−1.2%ReducedHolders
Q1 20269,494$755.8K0.1%+259+2.8%AddedHolders
Q4 20259,235$860.7K0.1%−2,303−20.0%ReducedHolders
Q3 202511,538$967.1K0.1%+164+1.4%AddedHolders
Q2 202511,374$911.3K0.1%−29−0.3%ReducedHolders
Q1 202511,403$818.6K0.1%+98+0.9%AddedHolders
Q4 202411,305$794.1K0.1%−61−0.5%ReducedHolders
Q3 202411,366$642.1K0.1%+164+1.5%AddedHolders
Q2 202411,202$665.3K0.1%00.0%UnchangedHolders
Q1 202411,202$649.3K0.1%+109+1.0%AddedHolders
Q4 202311,093$546.0K0.1%−1,482−11.8%ReducedHolders
Q3 202312,575$513.8K0.1%+12+0.1%AddedHolders
Q2 202312,563$536.2K0.1%+11+0.1%AddedHolders
Q1 202312,552$469.2K0.1%+3,695+41.7%AddedHolders
Q4 20228,857$365.7K0.1%−191−2.1%ReducedHolders
Q3 20229,048$364.0K0.1%+211+2.4%AddedHolders
Q2 20228,837$346.0K0.1%+7+0.1%AddedHolders
Q1 20228,830$428.0K0.1%+7+0.1%AddedHolders
Q4 20218,823$423.0K0.1%+6+0.1%AddedHolders
Q3 20218,817$409.0K0.1%+6+0.1%AddedHolders
Q2 20218,811$399.0K0.1%+30.0%AddedHolders
Q1 20218,808$344.0K0.1%––Holders

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