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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Lakeside Advisors's WFC Position: Q1 2026 in Review

Lakeside Advisors reduced its Wells Fargo (WFC) stake by 2.7% in Q1 2026, selling an estimated $17.2K and leaving 7,325 shares worth $583K. The position accounts for 0.39% of the portfolio, ranked #40.

Lakeside Advisors first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $701K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Lakeside Advisors held 7,325 shares of Wells Fargo worth $583K as of Q1 2026.
Lakeside Advisors sold 200 Wells Fargo shares in Q1 2026, an estimated $17.2K.
Wells Fargo made up 0.39% of Lakeside Advisors's portfolio in Q1 2026, its #40 holding.
Lakeside Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Lakeside Advisors's Wells Fargo position peaked at $701K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lakeside Advisors's 13F filing for Q1 2026, filed 1 May 2026.