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Lakeridge Wealth Management’s Wells Fargo WFC Stock Holding History

Lakeridge Wealth Management’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 		$415K Sell
5,022
-146
-3% -$11.7K 0.15% 118
2026
Q1 		$411K Buy
5,168
+116
+2% +$9.96K 0.18% 110
2025
Q4 		$471K Sell
5,052
-1,230
-20% -$107K 0.21% 94
2025
Q3 		$527K Buy
6,282
+8
+0.1% +$649 0.23% 80
2025
Q2 		$503K Sell
6,274
-12
-0.2% -$865 0.23% 81
2025
Q1 		$451K Buy
6,286
+119
+2% +$8.93K 0.23% 90
2024
Q4 		$433K Buy
6,167
+52
+0.9% +$3.55K 0.22% 88
2024
Q3 		$345K Buy
6,115
+36
+0.6% +$2.04K 0.19% 102
2024
Q2 		$361K Buy
+6,079
New +$359K 0.22% 95

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lakeridge Wealth Management's WFC Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Wells Fargo (WFC) stake by 2.8% in Q2 2026, selling an estimated $11.7K and leaving 5,022 shares worth $415K. The position accounts for 0.15% of the portfolio, ranked #118.

Lakeridge Wealth Management first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $527K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Lakeridge Wealth Management held 5,022 shares of Wells Fargo worth $415K as of Q2 2026.
  • Lakeridge Wealth Management sold 146 Wells Fargo shares in Q2 2026, an estimated $11.7K.
  • Wells Fargo made up 0.15% of Lakeridge Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Lakeridge Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • Lakeridge Wealth Management's Wells Fargo position peaked at $527K in Q3 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.