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Livermore
Livermore
ZHEN

Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Benchmark Financial Wealth 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)
8,043
Value
$664.7K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WFC by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,043$664.7K0.2%−229−2.8%ReducedHolders
Q1 20268,272$658.6K0.2%−498−5.7%ReducedHolders
Q4 20258,770$817.4K0.2%−53−0.6%ReducedHolders
Q3 20258,823$739.6K0.2%−8−0.1%ReducedHolders
Q2 20258,831$707.6K0.2%+1,319+17.6%AddedHolders
Q1 20257,512$539.3K0.2%−219−2.8%ReducedHolders
Q4 20247,731$543.0K0.2%+40+0.5%AddedHolders
Q3 20247,691$434.5K0.1%+52+0.7%AddedHolders
Q2 20247,639$453.7K0.2%+144+1.9%AddedHolders
Q1 20247,495$434.4K0.2%+443+6.3%AddedHolders
Q4 20237,052$347.1K0.1%+56+0.8%AddedHolders
Q3 20236,996$285.9K0.1%+106+1.5%AddedHolders
Q2 20236,890$294.1K0.1%−386−5.3%ReducedHolders
Q1 20237,276$272.0K0.1%+45+0.6%AddedHolders
Q4 20227,231$298.6K0.2%+309+4.5%AddedHolders
Q3 20226,922$278.0K0.2%+441+6.8%AddedHolders
Q2 20226,481$254.0K0.1%−1,270−16.4%ReducedHolders
Q1 20227,751$376.0K0.2%+293+3.9%AddedHolders
Q4 20217,458$358.0K0.1%+648+9.5%AddedHolders
Q3 20216,810$316.0K0.2%+100+1.5%AddedHolders
Q2 20216,710$304.0K0.1%−165−2.4%ReducedHolders
Q1 20216,875$269.0K0.1%––Holders

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