CSM Advisors, LLC

SEC CIK: 0001863523
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by CSM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 21,712
Value: $1.79M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by CSM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,712	$1.79M	<0.1%	−2,018−8.5%	Reduced	Holders
Q1 2026	23,730	$1.89M	<0.1%	+2,251+10.5%	Added	Holders
Q4 2025	21,479	$2.00M	0.1%	−26,640−55.4%	Reduced	Holders
Q3 2025	48,119	$4.03M	0.1%	−88,358−64.7%	Reduced	Holders
Q2 2025	136,477	$10.9M	0.3%	+755+0.6%	Added	Holders
Q1 2025	135,722	$9.74M	0.5%	−5,000−3.6%	Reduced	Holders
Q4 2024	140,722	$9.88M	0.5%	−2,790−1.9%	Reduced	Holders
Q3 2024	143,512	$8.11M	0.5%	−7,615−5.0%	Reduced	Holders
Q2 2024	151,127	$8.97M	0.6%	−7,645−4.8%	Reduced	Holders
Q1 2024	158,772	$9.20M	0.6%	+1,050+0.7%	Added	Holders
Q4 2023	157,722	$7.76M	0.6%	−438−0.3%	Reduced	Holders
Q3 2023	158,160	$6.46M	0.6%	−200.0%	Reduced	Holders
Q2 2023	158,180	$6.75M	0.5%	−345−0.2%	Reduced	Holders
Q1 2023	158,525	$5.92M	0.5%	+17,000+12.0%	Added	Holders
Q4 2022	141,525	$5.84M	0.6%	+2,330+1.7%	Added	Holders
Q3 2022	139,195	$5.60M	0.6%	−15,575−10.1%	Reduced	Holders
Q2 2022	154,770	$6.06M	0.6%	+1,048+0.7%	Added	Holders
Q1 2022	153,722	$7.45M	0.5%	−37,080−19.4%	Reduced	Holders
Q4 2021	190,802	$9.16M	0.6%	−3,530−1.8%	Reduced	Holders
Q3 2021	194,332	$9.02M	0.7%	+2,100+1.1%	Added	Holders
Q2 2021	192,232	$8.71M	0.6%	−350−0.2%	Reduced	Holders
Q1 2021	192,582	$7.52M	1.1%	–	–	Holders

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