Brown, Lisle/Cummings’s Wells Fargo WFC Stock Holding History

Brown, Lisle/Cummings’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	$600K	Buy	7,535 +112	+2%	+$9.62K	0.15%	133
2025 Q4	$692K	Hold	7,423	–	–	0.17%	122
2025 Q3	$622K	Hold	7,423	–	–	0.16%	130
2025 Q2	$595K	Buy	7,423 +1	+0%	+$72	0.16%	129
2025 Q1	$533K	Buy	7,422 +279	+4%	+$20.9K	0.15%	135
2024 Q4	$502K	Hold	7,143	–	–	0.15%	141
2024 Q3	$404K	Sell	7,143 -119	-2%	-$6.73K	0.12%	154
2024 Q2	$431K	Buy	7,262 +3,210	+79%	+$190K	0.14%	142
2024 Q1	$235K	Sell	4,052 -100	-2%	-$5.23K	0.08%	182
2023 Q4	$204K	Buy	4,152 +718	+21%	+$31K	0.08%	193
2023 Q3	$140K	Buy	3,434 +100	+3%	+$4.32K	0.06%	204
2023 Q2	$142K	Sell	3,334 -300	-8%	-$12.1K	0.06%	208
2023 Q1	$136K	Hold	3,634	–	–	0.07%	196
2022 Q4	$150K	Sell	3,634 -33	-0.9%	-$1.46K	0.08%	184
2022 Q3	$147K	Buy	3,667 +250	+7%	+$10.7K	0.09%	173
2022 Q2	$134K	Sell	3,417 -445	-12%	-$19.5K	0.07%	189
2022 Q1	$187K	Hold	3,862	–	–	0.09%	170
2021 Q4	$185K	Buy	+3,862	New	+$190K	0.09%	168

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

Brown, Lisle/Cummings's WFC Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Wells Fargo (WFC) stake by 1.5% in Q1 2026, buying an estimated $9.62K and bringing the position to 7,535 shares worth $600K. The position accounts for 0.15% of the portfolio, ranked #133.

Brown, Lisle/Cummings first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $692K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Brown, Lisle/Cummings held 7,535 shares of Wells Fargo worth $600K as of Q1 2026.
Brown, Lisle/Cummings bought 112 Wells Fargo shares in Q1 2026, an estimated $9.62K.
Wells Fargo made up 0.15% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #133 holding.
Brown, Lisle/Cummings first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Wells Fargo position peaked at $692K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.