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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Aptus Capital 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)
27,735
Value
$2.29M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WFC by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,735$2.29M<0.1%+2,580+10.3%AddedHolders
Q1 202625,155$2.00M<0.1%−10,842−30.1%ReducedHolders
Q4 202535,997$3.35M<0.1%+2,217+6.6%AddedHolders
Q3 202533,780$2.83M<0.1%+1,021+3.1%AddedHolders
Q2 202532,759$2.62M<0.1%+1,193+3.8%AddedHolders
Q1 202531,566$2.27M<0.1%+2,881+10.0%AddedHolders
Q4 202428,685$2.01M<0.1%+813+2.9%AddedHolders
Q3 202427,872$1.57M<0.1%+4,048+17.0%AddedHolders
Q2 202423,824$1.41M<0.1%+2,291+10.6%AddedHolders
Q1 202421,533$1.25M<0.1%+5,043+30.6%AddedHolders
Q4 202316,490$811.6K<0.1%+435+2.7%AddedHolders
Q3 202316,055$656.0K<0.1%+11,223+232.3%AddedHolders
Q2 20234,832$206.2K<0.1%+4,832NewHolders
Q1 20230$00.0%−102,336−100.0%Sold outHolders
Q4 2022102,336$4.23M0.1%+95,809+1,467.9%AddedHolders
Q3 20226,527$263.0K<0.1%+940+16.8%AddedHolders
Q2 20225,587$219.0K<0.1%−1,546−21.7%ReducedHolders
Q1 20227,133$345.0K<0.1%+972+15.8%AddedHolders
Q4 20216,161$296.0K<0.1%+91+1.5%AddedHolders
Q3 20216,070$281.0K<0.1%−310−4.9%ReducedHolders
Q2 20216,380$289.0K<0.1%+72+1.1%AddedHolders
Q1 20216,308$246.0K<0.1%––Holders

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