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Livermore
Livermore
ZHEN

Unison Asset Management LLC

SEC CIK
0001840755
Latest filing
Aug 7, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Unison Asset 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)
55,133
Value
$4.56M
% of portfolio
1.9%
Quarters held
22
Since Q1 2021
Holdings of WFC by Unison Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,133$4.56M1.9%−12,635−18.6%ReducedHolders
Q1 202667,768$5.40M2.5%−33,698−33.2%ReducedHolders
Q4 2025101,466$9.45M4.2%+2,548+2.6%AddedHolders
Q3 202598,918$8.29M3.9%00.0%UnchangedHolders
Q2 202598,918$7.93M4.0%+1,303+1.3%AddedHolders
Q1 202597,615$6.32M3.7%−8,310−7.8%ReducedHolders
Q4 2024105,925$7.44M3.6%+2,684+2.6%AddedHolders
Q3 2024103,241$5.83M2.8%−162−0.2%ReducedHolders
Q2 2024103,403$6.14M3.1%+735+0.7%AddedHolders
Q1 2024102,668$5.95M3.1%−854−0.8%ReducedHolders
Q4 2023103,522$5.10M3.0%00.0%UnchangedHolders
Q3 2023103,522$4.23M2.8%+1,371+1.3%AddedHolders
Q2 2023102,151$4.36M2.9%+129+0.1%AddedHolders
Q1 2023102,022$3.81M2.9%+140.0%AddedHolders
Q4 2022102,008$4.21M3.5%00.0%UnchangedHolders
Q3 2022102,008$4.10M3.7%+6,908+7.3%AddedHolders
Q2 202295,100$3.73M3.6%+8,548+9.9%AddedHolders
Q1 202286,552$4.19M3.6%00.0%UnchangedHolders
Q4 202186,552$4.15M3.4%00.0%UnchangedHolders
Q3 202186,552$4.02M3.6%−265−0.3%ReducedHolders
Q2 202186,817$3.93M3.4%−50.0%ReducedHolders
Q1 202186,822$3.39M3.1%––Holders

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