L & S Advisors’s Wells Fargo WFC Stock Holding History

L & S Advisors’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
2025 Q4	–	Sell	-60,611	Closed	-$5.08M	–	384
2025 Q3	$5.08M	Buy	+60,611	New	+$4.92M	0.49%	56
2025 Q1	–	Sell	-137,361	Closed	-$9.65M	–	385
2024 Q4	$9.65M	Buy	+137,361	New	+$9.38M	1.06%	22
2021 Q3	–	Sell	-75,757	Closed	-$3.43M	–	386
2021 Q2	$3.43M	Sell	75,757 -85,076	-53%	-$3.8M	0.37%	85
2021 Q1	$6.28M	Buy	+160,833	New	+$5.69M	0.71%	35
2019 Q3	–	Sell	-4,966	Closed	-$235K	–	336
2019 Q2	$235K	Sell	4,966 -690	-12%	-$32.3K	0.03%	297
2019 Q1	$273K	Sell	5,656 -7	-0.1%	-$344	0.04%	283
2018 Q4	$261K	Buy	+5,663	New	+$290K	0.05%	257
2016 Q3	–	Sell	-6,450	Closed	-$305K	–	149
2016 Q2	$305K	Buy	6,450 +1,600	+33%	+$78K	0.07%	97
2016 Q1	$235K	Hold	4,850	–	–	0.06%	68
2015 Q4	$264K	Hold	4,850	–	–	0.07%	78
2015 Q3	$249K	Sell	4,850 -47,982	-91%	-$2.64M	0.07%	79
2015 Q2	$2.97M	Buy	52,832 +9,676	+22%	+$539K	0.76%	48
2015 Q1	$2.35M	Buy	+43,156	New	+$2.33M	0.62%	57

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

L & S Advisors's WFC Position: Q4 2025 in Review

L & S Advisors sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 60,611 shares — an estimated $5.08M sold.

L & S Advisors first reported a position in WFC in Q1 2015 and held it in 13 quarters. The position peaked at $9.65M in Q4 2024. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

L & S Advisors reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
L & S Advisors sold 60,611 Wells Fargo shares in Q4 2025, an estimated $5.08M.
L & S Advisors first reported a position in Wells Fargo in Q1 2015 and held it in 13 quarters.
L & S Advisors's Wells Fargo position peaked at $9.65M in Q4 2024.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on L & S Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.