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 Q3	$578K	Buy	7,225 +100	+1%	+$8.65K	0.34%	44
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%	-$9.7K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's WFC Position: Q3 2026 in Review

Lakeside Advisors increased its Wells Fargo (WFC) stake by 1.4% in Q3 2026, buying an estimated $8.65K and bringing the position to 7,225 shares worth $578K. The position accounts for 0.34% of the portfolio, ranked #44.

Lakeside Advisors first reported a position in WFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $701K in Q4 2025. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Lakeside Advisors held 7,225 shares of Wells Fargo worth $578K as of Q3 2026.
Lakeside Advisors bought 100 Wells Fargo shares in Q3 2026, an estimated $8.65K.
Wells Fargo made up 0.34% of Lakeside Advisors's portfolio in Q3 2026, its #44 holding.
Lakeside Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Wells Fargo position peaked at $701K in Q4 2025.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.