AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by AE Wealth Management LLC, 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): 722,249
Value: $59.7M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WFC by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	722,249	$59.7M	0.3%	+80,087+12.5%	Added	Holders
Q1 2026	642,162	$51.1M	0.3%	+31,190+5.1%	Added	Holders
Q4 2025	610,972	$56.9M	0.3%	+121,310+24.8%	Added	Holders
Q3 2025	489,662	$41.0M	0.3%	+66,701+15.8%	Added	Holders
Q2 2025	422,961	$33.9M	0.2%	+49,265+13.2%	Added	Holders
Q1 2025	373,696	$26.8M	0.2%	+19,896+5.6%	Added	Holders
Q4 2024	353,800	$24.9M	0.2%	+41,498+13.3%	Added	Holders
Q3 2024	312,302	$17.6M	0.2%	+218,332+232.3%	Added	Holders
Q2 2024	93,970	$5.58M	0.1%	+13,241+16.4%	Added	Holders
Q1 2024	80,729	$4.68M	0.1%	−284,658−77.9%	Reduced	Holders
Q4 2023	365,387	$18.4M	0.1%	+19,680+5.7%	Added	Holders
Q3 2023	345,707	$14.1M	0.1%	+32,650+10.4%	Added	Holders
Q2 2023	313,057	$13.4M	0.1%	−87,280−21.8%	Reduced	Holders
Q1 2023	400,337	$15.0M	0.1%	−75,800−15.9%	Reduced	Holders
Q4 2022	476,137	$19.7M	0.1%	+91,837+23.9%	Added	Holders
Q3 2022	384,300	$15.5M	0.1%	+79,212+26.0%	Added	Holders
Q2 2022	305,088	$11.9M	0.1%	+9,100+3.1%	Added	Holders
Q1 2022	295,988	$14.3M	0.1%	+55,788+23.2%	Added	Holders
Q4 2021	240,200	$11.5M	0.1%	+28,207+13.3%	Added	Holders
Q3 2021	211,993	$9.84M	0.1%	+7,200+3.5%	Added	Holders
Q2 2021	204,793	$9.28M	0.1%	−8,953−4.2%	Reduced	Holders
Q1 2021	213,746	$8.35M	0.1%	–	–	Holders

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