HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by HCR Wealth Advisors, 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): 13,772
Value: $1.14M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,772	$1.14M	0.1%	+2,005+17.0%	Added	Holders
Q1 2026	11,767	$936.8K	0.1%	+75+0.6%	Added	Holders
Q4 2025	11,692	$1.09M	0.1%	+372+3.3%	Added	Holders
Q3 2025	11,320	$911.3K	0.1%	00.0%	Unchanged	Holders
Q2 2025	11,320	$907.0K	0.1%	−85−0.7%	Reduced	Holders
Q1 2025	11,405	$818.8K	0.1%	00.0%	Unchanged	Holders
Q4 2024	11,405	$801.1K	0.1%	+9+0.1%	Added	Holders
Q3 2024	11,396	$643.8K	0.1%	00.0%	Unchanged	Holders
Q2 2024	11,396	$676.8K	0.1%	00.0%	Unchanged	Holders
Q1 2024	11,396	$660.5K	0.1%	00.0%	Unchanged	Holders
Q4 2023	11,396	$560.9K	0.1%	+1,215+11.9%	Added	Holders
Q3 2023	10,181	$416.0K	0.1%	00.0%	Unchanged	Holders
Q2 2023	10,181	$434.5K	0.1%	−36−0.4%	Reduced	Holders
Q1 2023	10,217	$381.9K	0.1%	00.0%	Unchanged	Holders
Q4 2022	10,217	$421.9K	0.1%	00.0%	Unchanged	Holders
Q3 2022	10,217	$411.0K	0.1%	−54−0.5%	Reduced	Holders
Q2 2022	10,271	$402.0K	0.1%	−400−3.7%	Reduced	Holders
Q1 2022	10,671	$517.0K	0.1%	+400+3.9%	Added	Holders
Q4 2021	10,271	$493.0K	0.1%	00.0%	Unchanged	Holders
Q3 2021	10,271	$477.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	10,271	$465.0K	0.1%	+1,928+23.1%	Added	Holders
Q1 2021	8,343	$326.0K	0.1%	–	–	Holders

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