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C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by C2C Wealth 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)
14,293
Value
$1.18M
% of portfolio
0.9%
Quarters held
19
Since Q4 2021
Holdings of WFC by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,293$1.18M0.9%+1,026+7.7%AddedHolders
Q1 202613,267$1.06M0.9%+60.0%AddedHolders
Q4 202513,261$1.24M1.0%00.0%UnchangedHolders
Q3 202513,261$1.11M1.0%00.0%UnchangedHolders
Q2 202513,261$1.06M1.0%00.0%UnchangedHolders
Q1 202513,261$952.0K0.9%00.0%UnchangedHolders
Q4 202413,261$931.5K0.9%+400+3.1%AddedHolders
Q3 202412,861$834.9K0.8%00.0%UnchangedHolders
Q2 202412,861$763.8K0.7%00.0%UnchangedHolders
Q1 202412,861$745.4K0.7%−500−3.7%ReducedHolders
Q4 202313,361$661.1K0.6%−1,907−12.5%ReducedHolders
Q3 202315,268$603.5K0.1%+3,825+33.4%AddedHolders
Q2 202311,443$513.3K0.1%−229−2.0%ReducedHolders
Q1 202311,672$457.5K0.1%−259−2.2%ReducedHolders
Q4 202211,931$515.2K0.1%−3,918−24.7%ReducedHolders
Q3 202215,849$690.0K0.1%−1,959−11.0%ReducedHolders
Q2 202217,808$764.0K0.1%−439−2.4%ReducedHolders
Q1 202218,247$890.0K0.2%−544−2.9%ReducedHolders
Q4 202118,791$902.0K0.1%–No prior filingHolders