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Accel Wealth Management

SEC CIK
0001838226
Latest filing
Jul 10, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Accel Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of WFC by Accel Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,254−100.0%Sold outHolders
Q4 20252,254$210.0K0.1%+2,254NewHolders
Q2 20230$00.0%−1,503−100.0%Sold outHolders
Q1 20231,503$56.2K<0.1%−100−6.2%ReducedHolders
Q4 20221,603$66.2K<0.1%+122+8.2%AddedHolders
Q3 20221,481$64.0K<0.1%−37−2.4%ReducedHolders
Q2 20221,518$62.0K<0.1%+203+15.4%AddedHolders
Q1 20221,315$64.0K<0.1%+7+0.5%AddedHolders
Q4 20211,308$63.0K<0.1%+245+23.0%AddedHolders
Q3 20211,063$49.0K<0.1%−276−20.6%ReducedHolders
Q2 20211,339$61.0K<0.1%+2+0.1%AddedHolders
Q1 20211,337$52.0K<0.1%––Holders

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