Talbot Financial, LLC

SEC CIK: 0001966180
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Talbot Financial, 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): 124,397
Value: $10.3M
% of portfolio: 0.8%
Quarters held: 4; Since Q3 2025

Holdings of WFC by Talbot Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	124,397	$10.3M	0.8%	+2,035+1.7%	Added	Holders
Q1 2026	122,362	$9.74M	0.8%	+4,732+4.0%	Added	Holders
Q4 2025	117,630	$11.0M	0.9%	+381+0.3%	Added	Holders
Q3 2025	117,249	$9.83M	0.8%	+117,249	New	Holders