Lakeside Advisors’s Wells Fargo WFC Stock Holding History

Lakeside 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
2026 Q2	$589K	Sell	7,125 -200	-3%	-$16.1K	0.37%	44
2026 Q1	$583K	Sell	7,325 -200	-3%	-$17.2K	0.39%	40
2025 Q4	$701K	Buy	7,525 +250	+3%	+$21.7K	0.45%	37
2025 Q3	$610K	Hold	7,275	–	–	0.39%	37
2025 Q2	$583K	Hold	7,275	–	–	0.38%	38
2025 Q1	$522K	Hold	7,275	–	–	0.35%	38
2024 Q4	$511K	Hold	7,275	–	–	0.34%	40
2024 Q3	$411K	Sell	7,275 -731	-9%	-$41.3K	0.26%	48
2024 Q2	$476K	Sell	8,006 -194	-2%	-$11.5K	0.31%	42
2024 Q1	$475K	Sell	8,200 -200	-2%	-$10.5K	0.3%	42
2023 Q4	$413K	Sell	8,400 -224	-3%	-$9.67K	0.29%	43
2023 Q3	$352K	Sell	8,624 -1,167	-12%	-$50.4K	0.27%	46
2023 Q2	$418K	Sell	9,791 -2,000	-17%	-$80.5K	0.31%	41
2023 Q1	$441K	Sell	11,791 -867	-7%	-$37.8K	0.34%	39
2022 Q4	$523K	Hold	12,658	–	–	0.43%	35
2022 Q3	$509K	Sell	12,658 -100	-0.8%	-$4.3K	0.46%	34
2022 Q2	$500K	Hold	12,758	–	–	0.43%	34
2022 Q1	$618K	Sell	12,758 -150	-1%	-$8.03K	0.47%	33
2021 Q4	$619K	Buy	+12,908	New	+$635K	0.46%	33

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lakeside Advisors's WFC Position: Q2 2026 in Review

Lakeside Advisors reduced its Wells Fargo (WFC) stake by 2.7% in Q2 2026, selling an estimated $16.1K and leaving 7,125 shares worth $589K. The position accounts for 0.37% of the portfolio, ranked #44.

Lakeside Advisors first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $701K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lakeside Advisors held 7,125 shares of Wells Fargo worth $589K as of Q2 2026.
Lakeside Advisors sold 200 Wells Fargo shares in Q2 2026, an estimated $16.1K.
Wells Fargo made up 0.37% of Lakeside Advisors's portfolio in Q2 2026, its #44 holding.
Lakeside Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Lakeside Advisors's Wells Fargo position peaked at $701K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.