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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Beacon Pointe Advisors, LLC, 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)
490,085
Value
$40.5M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WFC by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026490,085$40.5M0.2%−19,989−3.9%ReducedHolders
Q1 2026510,074$40.6M0.2%+127,285+33.3%AddedHolders
Q4 2025382,789$35.7M0.3%+7,770+2.1%AddedHolders
Q3 2025375,019$31.4M0.3%−29,712−7.3%ReducedHolders
Q2 2025404,731$32.4M0.3%+5,598+1.4%AddedHolders
Q1 2025399,133$28.7M0.3%−10,091−2.5%ReducedHolders
Q4 2024409,224$28.7M0.3%−1,351−0.3%ReducedHolders
Q3 2024410,575$23.2M0.3%−3,723−0.9%ReducedHolders
Q2 2024414,298$24.6M0.3%−8,740−2.1%ReducedHolders
Q1 2024423,038$24.5M0.3%+6,334+1.5%AddedHolders
Q4 2023416,704$20.5M0.2%−22,266−5.1%ReducedHolders
Q3 2023438,970$17.9M0.2%+290,734+196.1%AddedHolders
Q2 2023148,236$6.33M0.1%−14,261−8.8%ReducedHolders
Q1 2023162,497$6.07M0.1%+8,436+5.5%AddedHolders
Q4 2022154,061$6.36M0.1%+28,064+22.3%AddedHolders
Q3 2022125,997$5.06M0.1%−8,935−6.6%ReducedHolders
Q2 2022134,932$5.29M0.1%−54,992−29.0%ReducedHolders
Q1 2022189,924$9.20M0.1%+106,571+127.9%AddedHolders
Q4 202183,353$4.00M0.1%−10,786−11.5%ReducedHolders
Q3 202194,139$4.37M0.1%+25,675+37.5%AddedHolders
Q2 202168,464$3.10M0.1%+49,121+253.9%AddedHolders
Q1 202119,343$755.0K<0.1%––Holders

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