Alan B. Lancz & Associates’s Wells Fargo WFC Stock Holding History

Alan B. Lancz & Associates’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$271K	Sell	3,400 -400	-11%	-$34.4K	0.26%	105
2025 Q4	$354K	Hold	3,800	–	–	0.31%	80
2025 Q3	$319K	Hold	3,800	–	–	0.29%	91
2025 Q2	$304K	Hold	3,800	–	–	0.3%	87
2025 Q1	$273K	Sell	3,800 -1,000	-21%	-$75.1K	0.29%	94
2024 Q4	$337K	Hold	4,800	–	–	0.34%	78
2024 Q3	$271K	Buy	4,800 +1,000	+26%	+$56.6K	0.25%	104
2024 Q2	$226K	Buy	+3,800	New	+$224K	0.22%	111
2023 Q1	–	Sell	-3,000	Closed	-$133K	–	185
2022 Q4	$133K	Buy	+3,000	New	+$133K	0.13%	183
2022 Q3	–	Sell	-3,000	Closed	-$132K	–	185
2022 Q2	$132K	Buy	+3,000	New	+$132K	0.13%	172

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alan B. Lancz & Associates's WFC Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $34.4K and leaving 3,400 shares worth $271K. The position accounts for 0.26% of the portfolio, ranked #105.

Alan B. Lancz & Associates first reported a position in WFC in Q2 2022 and has held it in 10 quarters since. The position peaked at $354K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Alan B. Lancz & Associates held 3,400 shares of Wells Fargo worth $271K as of Q1 2026.
Alan B. Lancz & Associates sold 400 Wells Fargo shares in Q1 2026, an estimated $34.4K.
Wells Fargo made up 0.26% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #105 holding.
Alan B. Lancz & Associates first reported a position in Wells Fargo in Q2 2022 and has held it in 10 quarters since.
Alan B. Lancz & Associates's Wells Fargo position peaked at $354K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.