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Quantum Private Wealth, LLC

SEC CIK
0001929662
Latest filing
Jul 29, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Quantum Private Wealth, 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
7
Since Q1 2024
Holdings of WFC by Quantum Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,750−100.0%Sold outHolders
Q1 20262,750$218.9K0.1%00.0%UnchangedHolders
Q4 20252,750$256.3K0.1%00.0%UnchangedHolders
Q3 20252,750$230.5K0.1%00.0%UnchangedHolders
Q2 20252,750$220.3K0.1%+2,750NewHolders
Q1 20250$00.0%−3,463−100.0%Sold outHolders
Q4 20243,463$243.2K0.1%+3,463NewHolders
Q3 20240$00.0%−3,463−100.0%Sold outHolders
Q2 20243,463$205.7K0.1%00.0%UnchangedHolders
Q1 20243,463$200.7K0.1%+3,463NewHolders