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Lauterbach Financial Advisors’s Wells Fargo WFC Stock Holding History

Lauterbach Financial Advisors’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 		$714K Buy
8,643
+48
+0.6% +$3.86K 0.31% 42
2026
Q1 		$684K Buy
8,595
+46
+0.5% +$3.95K 0.33% 38
2025
Q4 		$797K Buy
8,549
+43
+0.5% +$3.73K 0.39% 31
2025
Q3 		$713K Buy
8,506
+347
+4% +$28.1K 0.36% 36
2025
Q2 		$654K Buy
8,159
+44
+0.5% +$3.17K 0.36% 38
2025
Q1 		$583K Sell
8,115
-942
-10% -$70.7K 0.36% 37
2024
Q4 		$636K Buy
9,057
+48
+0.5% +$3.28K 0.39% 34
2024
Q3 		$509K Buy
9,009
+62
+0.7% +$3.51K 0.31% 39
2024
Q2 		$477K Buy
8,947
+52
+0.6% +$3.07K 0.31% 39
2024
Q1 		$516K Buy
8,895
+809
+10% +$42.3K 0.34% 37
2023
Q4 		$398K Sell
8,086
-2,249
-22% -$97.1K 0.28% 37
2023
Q3 		$422K Buy
10,335
+64
+0.6% +$2.76K 0.33% 36
2023
Q2 		$438K Buy
10,271
+54
+0.5% +$2.17K 0.34% 34
2023
Q1 		$382K Buy
10,217
+49
+0.5% +$2.14K 0.31% 37
2022
Q4 		$420K Buy
10,168
+49
+0.5% +$2.17K 0.37% 30
2022
Q3 		$407K Buy
10,119
+49
+0.5% +$2.1K 0.41% 26
2022
Q2 		$394K Buy
10,070
+12
+0.1% +$527 0.37% 26
2022
Q1 		$487K Sell
10,058
-539
-5% -$28.8K 0.44% 24
2021
Q4 		$508K Buy
+10,597
New +$522K 0.45% 21

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Lauterbach Financial Advisors's WFC Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Wells Fargo (WFC) stake by 0.56% in Q2 2026, buying an estimated $3.86K and bringing the position to 8,643 shares worth $714K. The position accounts for 0.31% of the portfolio, ranked #42.

Lauterbach Financial Advisors first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $797K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Lauterbach Financial Advisors held 8,643 shares of Wells Fargo worth $714K as of Q2 2026.
  • Lauterbach Financial Advisors bought 48 Wells Fargo shares in Q2 2026, an estimated $3.86K.
  • Wells Fargo made up 0.31% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Lauterbach Financial Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Wells Fargo position peaked at $797K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.