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Livermore
Livermore
ZHEN

CSM Advisors, LLC

SEC CIK
0001863523
Latest filing
Aug 14, 2026

WFC.PL 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.PL overviewAll 13F holders of WFC.PLFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q2 2021
Holdings of WFC.PL by CSM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,750−100.0%Sold outHolders
Q2 20251,750$2.06M0.1%00.0%UnchangedHolders
Q1 20251,750$2.10M0.1%00.0%UnchangedHolders
Q4 20241,750$2.09M0.1%00.0%UnchangedHolders
Q3 20241,750$2.24M0.1%00.0%UnchangedHolders
Q2 20241,750$2.08M0.1%00.0%UnchangedHolders
Q1 20241,750$2.13M0.1%00.0%UnchangedHolders
Q4 20231,750$2.09M0.2%00.0%UnchangedHolders
Q3 20231,750$1.95M0.2%00.0%UnchangedHolders
Q2 20231,750$2.02M0.2%00.0%UnchangedHolders
Q1 20231,750$2.06M0.2%00.0%UnchangedHolders
Q4 20221,750$2.08M0.2%00.0%UnchangedHolders
Q3 20221,750$2.11M0.2%00.0%UnchangedHolders
Q2 20221,750$2.13M0.2%00.0%UnchangedHolders
Q1 20221,750$2.32M0.2%00.0%UnchangedHolders
Q4 20211,750$2.61M0.2%00.0%UnchangedHolders
Q3 20211,750$2.59M0.2%00.0%UnchangedHolders
Q2 20211,750$2.67M0.2%+1,750NewHolders