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Sunpointe, LLC

SEC CIK
0002012181
Latest filing
Jul 24, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Sunpointe, 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)
14,790
Value
$1.22M
% of portfolio
0.3%
Quarters held
8
Since Q3 2024
Holdings of WFC by Sunpointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,790$1.22M0.3%+10,269+227.1%AddedHolders
Q1 20264,521$359.9K0.1%+7+0.2%AddedHolders
Q4 20254,514$420.7K0.1%+348+8.4%AddedHolders
Q3 20254,166$349.2K0.1%+300+7.8%AddedHolders
Q2 20253,866$309.7K0.1%+178+4.8%AddedHolders
Q1 20253,688$264.8K0.1%−1,070−22.5%ReducedHolders
Q4 20244,758$334.2K0.2%+1,150+31.9%AddedHolders
Q3 20243,608$203.8K0.2%+3,608NewHolders