Ritholtz Wealth Management

SEC CIK: 0001698218
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Ritholtz Wealth Management, 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): 90,739
Value: $7.50M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Ritholtz Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	90,739	$7.50M	0.1%	+4,907+5.7%	Added	Holders
Q1 2026	85,832	$6.83M	0.1%	−503−0.6%	Reduced	Holders
Q4 2025	86,335	$8.05M	0.1%	+3,018+3.6%	Added	Holders
Q3 2025	83,317	$6.98M	0.1%	+4,597+5.8%	Added	Holders
Q2 2025	78,720	$6.31M	0.1%	+8,422+12.0%	Added	Holders
Q1 2025	70,298	$5.05M	0.2%	+4,209+6.4%	Added	Holders
Q4 2024	66,089	$4.64M	0.1%	+7,954+13.7%	Added	Holders
Q3 2024	58,135	$3.28M	0.1%	+4,848+9.1%	Added	Holders
Q2 2024	53,287	$3.16M	0.1%	+6,752+14.5%	Added	Holders
Q1 2024	46,535	$2.70M	0.1%	+1,400+3.1%	Added	Holders
Q4 2023	45,135	$2.22M	0.1%	+1,426+3.3%	Added	Holders
Q3 2023	43,709	$1.79M	0.1%	−9,031−17.1%	Reduced	Holders
Q2 2023	52,740	$2.25M	0.1%	+18,153+52.5%	Added	Holders
Q1 2023	34,587	$1.29M	0.1%	−6,159−15.1%	Reduced	Holders
Q4 2022	40,746	$1.68M	0.1%	−22,474−35.5%	Reduced	Holders
Q3 2022	63,220	$2.54M	0.1%	+32,879+108.4%	Added	Holders
Q2 2022	30,341	$1.19M	0.1%	+4,326+16.6%	Added	Holders
Q1 2022	26,015	$1.26M	0.1%	+1,042+4.2%	Added	Holders
Q4 2021	24,973	$1.20M	0.1%	+3,742+17.6%	Added	Holders
Q3 2021	21,231	$985.0K	0.1%	+816+4.0%	Added	Holders
Q2 2021	20,415	$925.0K	0.1%	+4,815+30.9%	Added	Holders
Q1 2021	15,600	$610.0K	0.1%	–	–	Holders

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