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Lane Brothers & Co’s Wells Fargo WFC Stock Holding History

Lane Brothers & Co’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 		$817K Buy
9,892
+389
+4% +$31.3K 0.53% 36
2026
Q1 		$757K Sell
9,503
-79
-0.8% -$6.79K 0.55% 33
2025
Q4 		$893K Buy
+9,582
New +$832K 0.65% 30

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lane Brothers & Co's WFC Position: Q2 2026 in Review

Lane Brothers & Co increased its Wells Fargo (WFC) stake by 4.1% in Q2 2026, buying an estimated $31.3K and bringing the position to 9,892 shares worth $817K. The position accounts for 0.53% of the portfolio, ranked #36.

Lane Brothers & Co first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $893K in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Lane Brothers & Co held 9,892 shares of Wells Fargo worth $817K as of Q2 2026.
  • Lane Brothers & Co bought 389 Wells Fargo shares in Q2 2026, an estimated $31.3K.
  • Wells Fargo made up 0.53% of Lane Brothers & Co's portfolio in Q2 2026, its #36 holding.
  • Lane Brothers & Co first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's Wells Fargo position peaked at $893K in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.