Skip to main content
Livermore
Livermore
ZHEN

SWS Partners

SEC CIK
0001731731
Latest filing
Aug 3, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by SWS Partners, 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)
43,645
Value
$3.61M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of WFC by SWS Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,645$3.61M0.8%−1,168−2.6%ReducedHolders
Q1 202644,813$3.57M0.9%−4,093−8.4%ReducedHolders
Q4 202548,906$4.56M1.1%+3,829+8.5%AddedHolders
Q3 202545,077$3.78M0.9%+2,415+5.7%AddedHolders
Q2 202542,662$3.42M0.9%−1,823−4.1%ReducedHolders
Q1 202544,485$3.19M1.0%−1,203−2.6%ReducedHolders
Q4 202445,688$3.21M1.0%−1,480−3.1%ReducedHolders
Q3 202447,168$2.66M0.8%−19,691−29.5%ReducedHolders
Q2 202466,859$3.96M1.2%−2,648−3.8%ReducedHolders
Q1 202469,507$4.03M1.2%+3,231+4.9%AddedHolders
Q4 202366,276$3.26M1.1%−6,041−8.4%ReducedHolders
Q3 202372,317$2.95M1.1%+4,741+7.0%AddedHolders
Q2 202367,576$2.88M1.0%−542−0.8%ReducedHolders
Q1 202368,118$2.55M0.9%−2,265−3.2%ReducedHolders
Q4 202270,383$2.91M1.4%+10,460+17.5%AddedHolders
Q3 202259,923$2.41M1.1%−2,791−4.5%ReducedHolders
Q2 202262,714$2.46M2.1%+1,721+2.8%AddedHolders
Q1 202260,993$2.97M1.9%−2,407−3.8%ReducedHolders
Q4 202163,400$3.04M1.7%+4,833+8.3%AddedHolders
Q3 202158,567$2.72M1.7%+895+1.6%AddedHolders
Q2 202157,672$2.61M1.7%−4,669−7.5%ReducedHolders
Q1 202162,341$2.44M1.7%––Holders

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