LWM
WFC icon

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

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return