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Livermore
Livermore
ZHEN

Ullmann Financial Group, Inc.

SEC CIK
0001697725
Latest filing
Aug 10, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Ullmann Financial Group, Inc., 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)
3,432
Value
$283.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Ullmann Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,432$283.7K<0.1%+120+3.6%AddedHolders
Q1 20263,312$263.7K<0.1%−927−21.9%ReducedHolders
Q4 20254,239$368.7K<0.1%−500−10.6%ReducedHolders
Q3 20254,739$397.2K<0.1%−500−9.5%ReducedHolders
Q2 20255,239$419.7K<0.1%+337+6.9%AddedHolders
Q1 20254,902$351.9K<0.1%−512−9.5%ReducedHolders
Q4 20245,414$380.3K<0.1%−2,000−27.0%ReducedHolders
Q3 20247,414$418.8K0.1%−168−2.2%ReducedHolders
Q2 20247,582$450.3K0.1%−7−0.1%ReducedHolders
Q1 20247,589$439.9K0.1%+356+4.9%AddedHolders
Q4 20237,233$356.0K0.1%+997+16.0%AddedHolders
Q3 20236,236$254.8K<0.1%+28+0.5%AddedHolders
Q2 20236,208$265.0K0.1%−95−1.5%ReducedHolders
Q1 20236,303$235.6K0.1%+222+3.7%AddedHolders
Q4 20226,081$251.1K0.1%00.0%UnchangedHolders
Q3 20226,081$245.0K0.1%00.0%UnchangedHolders
Q2 20226,081$238.0K0.1%−878−12.6%ReducedHolders
Q1 20226,959$337.0K0.1%+37+0.5%AddedHolders
Q4 20216,922$332.0K0.1%00.0%UnchangedHolders
Q3 20216,922$321.0K0.1%+988+16.6%AddedHolders
Q2 20215,934$269.0K0.1%00.0%UnchangedHolders
Q1 20215,934$232.0K0.1%––Holders

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