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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by VisionPoint Advisory Group, 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)
5,592
Value
$462.1K
% of portfolio
0.1%
Quarters held
10
Since Q2 2023
Holdings of WFC by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,592$462.1K0.1%+503+9.9%AddedHolders
Q1 20265,089$405.2K0.1%−327−6.0%ReducedHolders
Q4 20255,416$504.8K0.1%−889−14.1%ReducedHolders
Q3 20256,305$528.5K0.1%+2,629+71.5%AddedHolders
Q2 20253,676$294.5K0.1%+3,676NewHolders
Q3 20240$00.0%−255−100.0%Sold outHolders
Q2 2024255$15.1K<0.1%00.0%UnchangedHolders
Q1 2024255$14.8K<0.1%−460−64.3%ReducedHolders
Q4 2023715$35.2K<0.1%+460+180.4%AddedHolders
Q3 2023255$10.4K<0.1%00.0%UnchangedHolders
Q2 2023255$10.9K<0.1%+255NewHolders