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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Mutual 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)
33,492
Value
$2.77M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,492$2.77M0.1%+2,764+9.0%AddedHolders
Q1 202630,728$2.45M0.1%+631+2.1%AddedHolders
Q4 202530,097$2.81M0.1%+355+1.2%AddedHolders
Q3 202529,742$2.51M0.1%+6,802+29.7%AddedHolders
Q2 202522,940$1.93M<0.1%+316+1.4%AddedHolders
Q1 202522,624$1.58M<0.1%−1,574−6.5%ReducedHolders
Q4 202424,198$1.84M0.1%+5,217+27.5%AddedHolders
Q3 202418,981$1.24M<0.1%−1,323−6.5%ReducedHolders
Q2 202420,304$1.21M<0.1%−127−0.6%ReducedHolders
Q1 202420,431$1.18M<0.1%+3,594+21.3%AddedHolders
Q4 202316,837$828.7K<0.1%−592−3.4%ReducedHolders
Q3 202317,429$712.2K<0.1%−2,818−13.9%ReducedHolders
Q2 202320,247$864.1K<0.1%+383+1.9%AddedHolders
Q1 202319,864$742.5K<0.1%−6,654−25.1%ReducedHolders
Q4 202226,518$1.09M<0.1%−6,318−19.2%ReducedHolders
Q3 202232,836$1.32M0.1%+11,464+53.6%AddedHolders
Q2 202221,372$837.0K0.1%+4,613+27.5%AddedHolders
Q1 202216,759$812.0K<0.1%−1,781−9.6%ReducedHolders
Q4 202118,540$890.0K<0.1%−758−3.9%ReducedHolders
Q3 202119,298$896.0K0.1%−1,138−5.6%ReducedHolders
Q2 202120,436$926.0K0.1%−2,409−10.5%ReducedHolders
Q1 202122,845$893.0K0.1%––Holders

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