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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
22,306
Value
$1.79M
% of portfolio
<0.1%
Quarters held
23
Since Q1 2021
Holdings of WFC by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202622,306$1.79M<0.1%+4,179+23.1%AddedHolders
Q2 202618,127$1.50M<0.1%−339−1.8%ReducedHolders
Q1 202618,466$1.47M<0.1%−979−5.0%ReducedHolders
Q4 202519,445$1.81M0.1%−977−4.8%ReducedHolders
Q3 202520,422$1.71M0.1%−104−0.5%ReducedHolders
Q2 202520,526$1.65M0.1%+382+1.9%AddedHolders
Q1 202520,144$1.45M0.1%−289−1.4%ReducedHolders
Q4 202420,433$1.44M0.1%+1,222+6.4%AddedHolders
Q3 202419,211$1.09M<0.1%−592−3.0%ReducedHolders
Q2 202419,803$1.18M0.1%−50.0%ReducedHolders
Q1 202419,808$1.15M0.1%−472−2.3%ReducedHolders
Q4 202320,280$998.2K0.1%+217+1.1%AddedHolders
Q3 202320,063$819.8K<0.1%+500+2.6%AddedHolders
Q2 202319,563$834.9K<0.1%+11,377+139.0%AddedHolders
Q1 20238,186$308.6K<0.1%−2,505−23.4%ReducedHolders
Q4 202210,691$441.4K<0.1%+1,007+10.4%AddedHolders
Q3 20229,684$389.0K<0.1%+1,198+14.1%AddedHolders
Q2 20228,486$332.0K<0.1%−747−8.1%ReducedHolders
Q1 20229,233$447.0K<0.1%+909+10.9%AddedHolders
Q4 20218,324$399.0K<0.1%+387+4.9%AddedHolders
Q3 20217,937$368.0K<0.1%+251+3.3%AddedHolders
Q2 20217,686$348.0K<0.1%−2,463−24.3%ReducedHolders
Q1 202110,149$396.0K<0.1%––Holders

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