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Livermore
Livermore
ZHEN

BNC Wealth Management, LLC

SEC CIK
0001821549
Latest filing
Jul 21, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by BNC Wealth Management, 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)
2,966
Value
$245.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by BNC Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,966$245.1K0.1%−250−7.8%ReducedHolders
Q1 20263,216$256.0K0.1%00.0%UnchangedHolders
Q4 20253,216$299.7K0.1%00.0%UnchangedHolders
Q3 20253,216$269.6K0.1%+250+8.4%AddedHolders
Q2 20252,966$237.6K0.1%00.0%UnchangedHolders
Q1 20252,966$212.9K0.1%00.0%UnchangedHolders
Q4 20242,966$208.3K0.1%−3,428−53.6%ReducedHolders
Q3 20246,394$361.2K0.1%−164−2.5%ReducedHolders
Q2 20246,558$389.5K0.1%+10.0%AddedHolders
Q1 20246,557$380.1K0.2%−49−0.7%ReducedHolders
Q4 20236,606$325.1K0.2%+36+0.5%AddedHolders
Q3 20236,570$268.5K0.1%+10.0%AddedHolders
Q2 20236,569$280.3K0.1%−419−6.0%ReducedHolders
Q1 20236,988$261.2K0.1%+10.0%AddedHolders
Q4 20226,987$288.5K0.2%+20.0%AddedHolders
Q3 20226,985$281.0K0.2%+10.0%AddedHolders
Q2 20226,984$274.0K0.1%−149−2.1%ReducedHolders
Q1 20227,133$346.0K0.2%−923−11.5%ReducedHolders
Q4 20218,056$387.0K0.2%+1,844+29.7%AddedHolders
Q3 20216,212$288.0K0.2%+20.0%AddedHolders
Q2 20216,210$281.0K0.2%00.0%UnchangedHolders
Q1 20216,210$243.0K0.2%––Holders

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