GLLW
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Graves Light Lenhart Wealth’s Wells Fargo WFC Stock Holding History

Graves Light Lenhart Wealth’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 		$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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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. 495 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.
  • 495 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.