Graves Light Lenhart Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.72M | Buy |
20,755
+70
| +0.3% | +$5.63K | 0.16% | 68 |
|
|
2026
Q1 | $1.65M | Buy |
20,685
+3
| +0% | +$258 | 0.17% | 69 |
|
|
2025
Q4 | $1.93M | Sell |
20,682
-20
| -0.1% | -$1.74K | 0.2% | 63 |
|
|
2025
Q3 | $1.74M | Sell |
20,702
-376
| -2% | -$30.5K | 0.19% | 66 |
|
|
2025
Q2 | $1.69M | Buy |
21,078
+3
| +0% | +$216 | 0.2% | 66 |
|
|
2025
Q1 | $1.51M | Buy |
21,075
+3
| +0% | +$225 | 0.19% | 65 |
|
|
2024
Q4 | $1.48M | Sell |
21,072
-37
| -0.2% | -$2.53K | 0.18% | 67 |
|
|
2024
Q3 | $1.19M | Buy |
21,109
+4
| +0% | +$226 | 0.15% | 76 |
|
|
2024
Q2 | $1.28M | Buy |
21,105
+3
| +0% | +$177 | 0.15% | 77 |
|
|
2024
Q1 | $1.22M | Sell |
21,102
-406
| -2% | -$21.2K | 0.14% | 77 |
|
|
2023
Q4 | $1.06M | Buy |
21,508
+4
| +0% | +$173 | 0.13% | 79 |
|
|
2023
Q3 | $853K | Sell |
21,504
-790
| -4% | -$34.1K | 0.12% | 82 |
|
|
2023
Q2 | $952K | Buy |
22,294
+426
| +2% | +$17.1K | 0.13% | 87 |
|
|
2023
Q1 | $817K | Buy |
21,868
+3
| +0% | +$131 | 0.13% | 81 |
|
|
2022
Q4 | $903K | Sell |
21,865
-46
| -0.2% | -$2.04K | 0.14% | 87 |
|
|
2022
Q3 | $881K | Buy |
21,911
+4
| +0% | +$172 | 0.15% | 85 |
|
|
2022
Q2 | $858K | Sell |
21,907
-264
| -1% | -$11.6K | 0.13% | 87 |
|
|
2022
Q1 | $1.07M | Buy |
22,171
+3
| +0% | +$161 | 0.15% | 80 |
|
|
2021
Q4 | $1.06M | Sell |
22,168
-612
| -3% | -$30.1K | 0.15% | 80 |
|
|
2021
Q3 | $1.06M | Buy |
22,780
+150
| +0.7% | +$6.94K | 0.17% | 73 |
|
|
2021
Q2 | $1.02M | Sell |
22,630
-20
| -0.1% | -$893 | 0.16% | 72 |
|
|
2021
Q1 | $885K | Buy |
22,650
+2
| +0% | +$71 | 0.15% | 74 |
|
|
2020
Q4 | $684K | Sell |
22,648
-55
| -0.2% | -$1.42K | 0.13% | 81 |
|
|
2020
Q3 | $534K | Sell |
22,703
-3,797
| -14% | -$93.6K | 0.12% | 87 |
|
|
2020
Q2 | $678K | Buy |
26,500
+2,805
| +12% | +$76.7K | 0.16% | 75 |
|
|
2020
Q1 | $680K | Buy |
23,695
+305
| +1% | +$13K | 0.18% | 75 |
|
|
2019
Q4 | $1.26M | Sell |
23,390
-25
| -0.1% | -$1.31K | 0.26% | 65 |
|
|
2019
Q3 | $1.21M | Sell |
23,415
-326
| -1% | -$15.4K | 0.27% | 68 |
|
|
2019
Q2 | $1.12M | Sell |
23,741
-693
| -3% | -$32.4K | 0.27% | 65 |
|
|
2019
Q1 | $1.18M | Sell |
24,434
-328
| -1% | -$16.1K | 0.3% | 64 |
|
|
2018
Q4 | $1.14M | Buy |
+24,762
| New | +$1.27M | 0.33% | 61 |
|
Other funds holding WFC
Graves Light Lenhart Wealth's WFC Position: Q2 2026 in Review
Graves Light Lenhart Wealth increased its Wells Fargo (WFC) stake by 0.34% in Q2 2026, buying an estimated $5.63K and bringing the position to 20,755 shares worth $1.72M. The position accounts for 0.16% of the portfolio, ranked #68.
Graves Light Lenhart Wealth first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.93M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Graves Light Lenhart Wealth held 20,755 shares of Wells Fargo worth $1.72M as of Q2 2026.
- Graves Light Lenhart Wealth bought 70 Wells Fargo shares in Q2 2026, an estimated $5.63K.
- Wells Fargo made up 0.16% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #68 holding.
- Graves Light Lenhart Wealth first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- Graves Light Lenhart Wealth's Wells Fargo position peaked at $1.93M in Q4 2025.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.