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FOCUS Wealth Advisors, LLC

SEC CIK
0001845643
Latest filing
Jul 7, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by FOCUS 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of WFC by FOCUS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−24,552−100.0%Sold outHolders
Q1 202624,552$1.95M1.0%−1,168−4.5%ReducedHolders
Q4 202525,720$2.40M1.1%+254+1.0%AddedHolders
Q3 202525,466$2.13M1.0%+1,589+6.7%AddedHolders
Q2 202523,877$1.91M1.0%+352+1.5%AddedHolders
Q1 202523,525$1.69M0.9%+1,215+5.4%AddedHolders
Q4 202422,310$1.57M0.8%+22,310NewHolders