Balance Wealth, LLC
- SEC CIK
- 0002065247
- Latest filing
- Jul 21, 2026
WFC holding history
Wells Fargo & Company in every 13F filed by Balance 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)
- 60,185
- Value
- $4.97M
- % of portfolio
- 1.3%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 60,185 | $4.97M | 1.3% | +231+0.4% | Added | Holders |
| Q1 2026 | 59,954 | $4.77M | 1.5% | −122−0.2% | Reduced | Holders |
| Q4 2025 | 60,076 | $5.60M | 1.8% | −132−0.2% | Reduced | Holders |
| Q3 2025 | 60,208 | $5.05M | 1.2% | −1,323−2.2% | Reduced | Holders |
| Q2 2025 | 61,531 | $4.93M | 2.9% | −293−0.5% | Reduced | Holders |
| Q1 2025 | 61,824 | $4.44M | 2.9% | – | No prior filing | Holders |