LAM Group’s Wells Fargo WFC Stock Holding History

LAM Group’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	$72K	Hold	900	–	–	0.04%	87
2026 Q2	$74.4K	Hold	900	–	–	0.04%	85
2026 Q1	$71.6K	Buy	+900	New	+$77.3K	0.04%	84
2025 Q1	–	Sell	-900	Closed	-$63.2K	–	127
2024 Q4	$63.2K	Hold	900	–	–	0.05%	81
2024 Q3	$50.8K	Hold	900	–	–	0.04%	81
2024 Q2	$53.5K	Hold	900	–	–	0.05%	80
2024 Q1	$52.2K	Hold	900	–	–	0.04%	78
2023 Q4	$44.3K	Hold	900	–	–	0.04%	71
2023 Q3	$36.8K	Hold	900	–	–	0.04%	65
2023 Q2	$38.4K	Hold	900	–	–	0.04%	65
2023 Q1	$33.6K	Hold	900	–	–	0.03%	67
2022 Q4	$37.2K	Buy	+900	New	+$39.8K	0.04%	68

Other funds holding WFC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

LAM Group's WFC Position: Q3 2026 in Review

LAM Group held its Wells Fargo (WFC) position steady in Q3 2026 at 900 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #87.

LAM Group first reported a position in WFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $74.4K in Q2 2026. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

LAM Group held 900 shares of Wells Fargo worth $72K as of Q3 2026.
LAM Group left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.04% of LAM Group's portfolio in Q3 2026, its #87 holding.
LAM Group first reported a position in Wells Fargo in Q4 2022 and has held it in 12 quarters since.
LAM Group's Wells Fargo position peaked at $74.4K in Q2 2026.
1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.