Lantz Financial
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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
Q3 		$1.2M Buy
15,008
+96
+0.6% +$8.3K 0.22% 108
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lantz Financial's WFC Position: Q3 2026 in Review

Lantz Financial increased its Wells Fargo (WFC) stake by 0.64% in Q3 2026, buying an estimated $8.3K and bringing the position to 15,008 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #108.

Lantz Financial first reported a position in WFC in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.4M in Q4 2025. 640 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Lantz Financial held 15,008 shares of Wells Fargo worth $1.2M as of Q3 2026.
  • Lantz Financial bought 96 Wells Fargo shares in Q3 2026, an estimated $8.3K.
  • Wells Fargo made up 0.22% of Lantz Financial's portfolio in Q3 2026, its #108 holding.
  • Lantz Financial first reported a position in Wells Fargo in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Wells Fargo position peaked at $1.4M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.