Sweeney & Michel, LLC
- SEC CIK
- 0001979556
- Latest filing
- Aug 10, 2026
WFC holding history
Wells Fargo & Company in every 13F filed by Sweeney & Michel, 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)
- 18,262
- Value
- $1.59M
- % of portfolio
- 0.4%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 18,262 | $1.59M | 0.4% | −2,457−11.9% | Reduced | Holders |
| Q1 2026 | 20,719 | $1.80M | 0.5% | +41+0.2% | Added | Holders |
| Q4 2025 | 20,678 | $1.84M | 0.5% | +94+0.5% | Added | Holders |
| Q3 2025 | 20,584 | $1.60M | 0.5% | −1,573−7.1% | Reduced | Holders |
| Q2 2025 | 22,157 | $1.83M | 0.6% | −623−2.7% | Reduced | Holders |
| Q1 2025 | 22,780 | $1.41M | 0.6% | – | No prior filing | Holders |
| Q4 2024 | – | – | – | – | Not filed | Holders |
| Q3 2024 | 24,173 | $1.56M | 0.6% | +1,956+8.8% | Added | Holders |
| Q2 2024 | 22,217 | $1.33M | 0.6% | +51+0.2% | Added | Holders |
| Q1 2024 | 22,166 | $1.37M | 0.6% | – | No prior filing | Holders |
| Q4 2023 | – | – | – | – | Not filed | Holders |
| Q3 2023 | 22,096 | $905.5K | 0.5% | +71+0.3% | Added | Holders |
| Q2 2023 | 22,025 | $979.7K | 0.5% | 00.0% | Unchanged | Holders |
| Q1 2023 | 22,025 | $908.7K | 0.5% | – | No prior filing | Holders |