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Douglas Lane & Associates’s Wells Fargo WFC Stock Holding History

Douglas Lane & 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
Q2 		$626K Buy
7,570
+447
+6% +$35.9K 0.01% 176
2026
Q1 		$567K Sell
7,123
-541
-7% -$46.5K 0.01% 174
2025
Q4 		$714K Buy
7,664
+606
+9% +$52.6K 0.01% 165
2025
Q3 		$592K Sell
7,058
-1,582
-18% -$128K 0.01% 170
2025
Q2 		$692K Buy
8,640
+1,817
+27% +$131K 0.01% 165
2025
Q1 		$490K Sell
6,823
-3,809
-36% -$286K 0.01% 182
2024
Q4 		$747K Sell
10,632
-757
-7% -$51.7K 0.01% 169
2024
Q3 		$643K Sell
11,389
-184
-2% -$10.4K 0.01% 176
2024
Q2 		$687K Buy
11,573
+167
+1% +$9.86K 0.01% 169
2024
Q1 		$661K Buy
11,406
+842
+8% +$44.1K 0.01% 172
2023
Q4 		$520K Sell
10,564
-115
-1% -$4.96K 0.01% 174
2023
Q3 		$436K Sell
10,679
-993
-9% -$42.9K 0.01% 177
2023
Q2 		$498K Sell
11,672
-91
-0.8% -$3.66K 0.01% 178
2023
Q1 		$440K Buy
11,763
+138
+1% +$6.01K 0.01% 182
2022
Q4 		$480K Buy
11,625
+300
+3% +$13.3K 0.01% 178
2022
Q3 		$455K Sell
11,325
-84
-0.7% -$3.61K 0.01% 176
2022
Q2 		$447K Sell
11,409
-216
-2% -$9.48K 0.01% 180
2022
Q1 		$563K Buy
11,625
+748
+7% +$40K 0.01% 173
2021
Q4 		$522K Sell
10,877
-1,534
-12% -$75.5K 0.01% 179
2021
Q3 		$576K Buy
12,411
+319
+3% +$14.8K 0.01% 166
2021
Q2 		$548K Buy
12,092
+171
+1% +$7.64K 0.01% 165
2021
Q1 		$466K Sell
11,921
-25
-0.2% -$885 0.01% 163
2020
Q4 		$361K Sell
11,946
-1,587
-12% -$41.1K 0.01% 173
2020
Q3 		$318K Sell
13,533
-4,598
-25% -$113K 0.01% 174
2020
Q2 		$464K Sell
18,131
-2,347
-11% -$64.2K 0.01% 158
2020
Q1 		$588K Sell
20,478
-2,751
-12% -$117K 0.02% 151
2019
Q4 		$1.25M Buy
23,229
+129
+0.6% +$6.76K 0.02% 140
2019
Q3 		$1.17M Sell
23,100
-2,918
-11% -$137K 0.02% 141
2019
Q2 		$1.23M Sell
26,018
-8,332
-24% -$390K 0.02% 146
2019
Q1 		$1.66M Sell
34,350
-2,515
-7% -$124K 0.03% 136
2018
Q4 		$1.7M Sell
36,865
-742
-2% -$38K 0.04% 129
2018
Q3 		$1.98M Buy
37,607
+468
+1% +$26.7K 0.04% 130
2018
Q2 		$2.06M Sell
37,139
-680
-2% -$36.4K 0.04% 125
2018
Q1 		$1.98M Sell
37,819
-3,759
-9% -$223K 0.04% 123
2017
Q4 		$2.52M Sell
41,578
-1,418
-3% -$80.1K 0.05% 117
2017
Q3 		$2.37M Sell
42,996
-38
-0.1% -$2.02K 0.05% 121
2017
Q2 		$2.38M Sell
43,034
-2,102
-5% -$113K 0.06% 127
2017
Q1 		$2.51M Buy
45,136
+366
+0.8% +$20.8K 0.06% 125
2016
Q4 		$2.47M Sell
44,770
-2,396
-5% -$120K 0.06% 130
2016
Q3 		$2.09M Sell
47,166
-1,259
-3% -$60.2K 0.06% 138
2016
Q2 		$2.29M Buy
48,425
+2,108
+5% +$103K 0.07% 138
2016
Q1 		$2.24M Buy
+46,317
New +$2.27M 0.06% 140

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Douglas Lane & Associates's WFC Position: Q2 2026 in Review

Douglas Lane & Associates increased its Wells Fargo (WFC) stake by 6.3% in Q2 2026, buying an estimated $35.9K and bringing the position to 7,570 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #176.

Douglas Lane & Associates first reported a position in WFC in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.52M in Q4 2017. 1,014 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Douglas Lane & Associates held 7,570 shares of Wells Fargo worth $626K as of Q2 2026.
  • Douglas Lane & Associates bought 447 Wells Fargo shares in Q2 2026, an estimated $35.9K.
  • Wells Fargo made up 0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #176 holding.
  • Douglas Lane & Associates first reported a position in Wells Fargo in Q1 2016 and has held it in 42 quarters since.
  • Douglas Lane & Associates's Wells Fargo position peaked at $2.52M in Q4 2017.
  • 1,014 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.