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Livermore
Livermore
ZHEN

Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Coastal Bridge 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)
8,688
Value
$718.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,688$718.0K<0.1%+230+2.7%AddedHolders
Q1 20268,458$673.4K<0.1%+300+3.7%AddedHolders
Q4 20258,158$760.3K0.1%−30.0%ReducedHolders
Q3 20258,161$684.1K0.1%−5,918−42.0%ReducedHolders
Q2 202514,079$1.13M0.1%+665+5.0%AddedHolders
Q1 202513,414$963.0K0.1%+2,862+27.1%AddedHolders
Q4 202410,552$741.2K0.2%00.0%UnchangedHolders
Q3 202410,552$596.1K0.1%00.0%UnchangedHolders
Q2 202410,552$626.7K0.2%00.0%UnchangedHolders
Q1 202410,552$611.6K0.1%00.0%UnchangedHolders
Q4 202310,552$519.4K0.1%+89+0.9%AddedHolders
Q3 202310,463$427.5K0.1%00.0%UnchangedHolders
Q2 202310,463$446.6K0.1%−100−0.9%ReducedHolders
Q1 202310,563$394.8K0.1%00.0%UnchangedHolders
Q4 202210,563$436.1K0.1%+200+1.9%AddedHolders
Q3 202210,363$417.0K0.1%−165−1.6%ReducedHolders
Q2 202210,528$412.0K0.1%+165+1.6%AddedHolders
Q1 202210,363$502.0K0.1%−10,479−50.3%ReducedHolders
Q4 202120,842$815.0K0.2%+10,396+99.5%AddedHolders
Q3 202110,446$485.0K0.1%00.0%UnchangedHolders
Q2 202110,446$473.0K0.1%+50+0.5%AddedHolders
Q1 202110,396$406.0K0.1%––Holders

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