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Lantz Financial’s Wells Fargo WFC Stock Holding History

Lantz Financial’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 		$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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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. 644 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.
  • 644 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.