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Livermore
Livermore
ZHEN

Cornerstone Wealth Advisors, Inc.

SEC CIK
0001862176
Latest filing
Jul 17, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Cornerstone Wealth Advisors, Inc., 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)
5,850
Value
$483.4K
% of portfolio
0.1%
Quarters held
15
Since Q3 2022
Holdings of WFC by Cornerstone Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,850$483.4K0.1%00.0%UnchangedHolders
Q1 20265,850$465.7K0.1%−900−13.3%ReducedHolders
Q4 20256,750$629.1K0.1%−1,900−22.0%ReducedHolders
Q3 20258,650$725.0K0.2%+1,729+25.0%AddedHolders
Q2 20256,921$554.5K0.1%+2,287+49.4%AddedHolders
Q1 20254,634$332.7K0.1%−125−2.6%ReducedHolders
Q4 20244,759$334.3K0.1%00.0%UnchangedHolders
Q3 20244,759$268.8K0.1%00.0%UnchangedHolders
Q2 20244,759$282.6K0.1%−190−3.8%ReducedHolders
Q1 20244,949$286.8K0.1%00.0%UnchangedHolders
Q4 20234,949$243.6K0.1%00.0%UnchangedHolders
Q3 20234,949$202.2K0.1%00.0%UnchangedHolders
Q2 20234,949$211.2K0.1%+4,949NewHolders
Q1 20230$00.0%−4,859−100.0%Sold outHolders
Q4 20224,859$200.6K0.1%−234−4.6%ReducedHolders
Q3 20225,093$205.0K0.1%+5,093NewHolders