Lantz Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.23M | Sell |
14,912
-173
| -1% | -$13.9K | 0.23% | 108 |
|
|
2026
Q1 | $1.2M | Buy |
15,085
+104
| +0.7% | +$8.93K | 0.25% | 109 |
|
|
2025
Q4 | $1.4M | Sell |
14,981
-1,434
| -9% | -$124K | 0.29% | 93 |
|
|
2025
Q3 | $1.38M | Buy |
16,415
+789
| +5% | +$64K | 0.3% | 92 |
|
|
2025
Q2 | $1.25M | Buy |
15,626
+36
| +0.2% | +$2.6K | 0.31% | 87 |
|
|
2025
Q1 | $1.12M | Buy |
15,590
+45
| +0.3% | +$3.38K | 0.31% | 86 |
|
|
2024
Q4 | $1.09M | Sell |
15,545
-187
| -1% | -$12.8K | 0.29% | 85 |
|
|
2024
Q3 | $889K | Buy |
15,732
+90
| +0.6% | +$5.09K | 0.24% | 95 |
|
|
2024
Q2 | $929K | Sell |
15,642
-599
| -4% | -$35.4K | 0.29% | 89 |
|
|
2024
Q1 | $941K | Sell |
16,241
-229
| -1% | -$12K | 0.3% | 85 |
|
|
2023
Q4 | $811K | Buy |
16,470
+97
| +0.6% | +$4.19K | 0.29% | 88 |
|
|
2023
Q3 | $669K | Sell |
16,373
-110
| -0.7% | -$4.75K | 0.27% | 89 |
|
|
2023
Q2 | $703K | Buy |
16,483
+908
| +6% | +$36.5K | 0.28% | 90 |
|
|
2023
Q1 | $582K | Sell |
15,575
-594
| -4% | -$25.9K | 0.24% | 95 |
|
|
2022
Q4 | $668K | Sell |
16,169
-1,016
| -6% | -$45K | 0.3% | 84 |
|
|
2022
Q3 | $691K | Buy |
17,185
+166
| +1% | +$7.13K | 0.36% | 72 |
|
|
2022
Q2 | $667K | Buy |
17,019
+12
| +0.1% | +$527 | 0.3% | 83 |
|
|
2022
Q1 | $824K | Buy |
17,007
+560
| +3% | +$30K | 0.34% | 78 |
|
|
2021
Q4 | $789K | Buy |
16,447
+2,000
| +14% | +$98.5K | 0.36% | 71 |
|
|
2021
Q3 | $670K | Sell |
14,447
-156
| -1% | -$7.22K | 0.34% | 76 |
|
|
2021
Q2 | $661K | Buy |
14,603
+1,200
| +9% | +$53.6K | 0.34% | 75 |
|
|
2021
Q1 | $524K | Buy |
13,403
+18
| +0.1% | +$637 | 0.3% | 77 |
|
|
2020
Q4 | $404K | Sell |
13,385
-662
| -5% | -$17.1K | 0.25% | 82 |
|
|
2020
Q3 | $330K | Sell |
14,047
-5,164
| -27% | -$127K | 0.22% | 87 |
|
|
2020
Q2 | $492K | Sell |
19,211
-1,795
| -9% | -$49.1K | 0.35% | 70 |
|
|
2020
Q1 | $603K | Buy |
21,006
+2,057
| +11% | +$87.4K | 0.47% | 62 |
|
|
2019
Q4 | $1.02M | Sell |
18,949
-590
| -3% | -$30.9K | 0.6% | 59 |
|
|
2019
Q3 | $947K | Buy |
19,539
+3,697
| +23% | +$174K | 0.64% | 55 |
|
|
2019
Q2 | $748K | Buy |
15,842
+189
| +1% | +$8.84K | 0.51% | 63 |
|
|
2019
Q1 | $756K | Buy |
+15,653
| New | +$770K | 0.55% | 60 |
|
Other funds holding WFC
Lantz Financial's WFC Position: Q2 2026 in Review
Lantz Financial reduced its Wells Fargo (WFC) stake by 1.1% in Q2 2026, selling an estimated $13.9K and leaving 14,912 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #108.
Lantz Financial first reported a position in WFC in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.4M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Lantz Financial held 14,912 shares of Wells Fargo worth $1.23M as of Q2 2026.
- Lantz Financial sold 173 Wells Fargo shares in Q2 2026, an estimated $13.9K.
- Wells Fargo made up 0.23% of Lantz Financial's portfolio in Q2 2026, its #108 holding.
- Lantz Financial first reported a position in Wells Fargo in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's Wells Fargo position peaked at $1.4M in Q4 2025.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.