Lavaca Capital’s Wells Fargo WFC Stock Holding History

Lavaca Capital’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	$40.7K	Sell	492 -120	-20%	-$9.64K	﹤0.01%	219
2026 Q1	$48.7K	Hold	612	–	–	0.01%	168
2025 Q4	$57K	Hold	612	–	–	0.01%	161
2025 Q3	$51.3K	Hold	612	–	–	0.01%	164
2025 Q2	$49K	Buy	612 +50	+9%	+$3.6K	0.02%	168
2025 Q1	$40.3K	Buy	562 +150	+36%	+$11.3K	0.02%	167
2024 Q4	$28.9K	Buy	+412	New	+$28.1K	0.01%	231
2019 Q2	–	Sell	-3,327	Closed	-$161K	–	357
2019 Q1	$161K	Hold	3,327	–	–	0.14%	77
2018 Q4	$153K	Buy	+3,327	New	+$170K	0.15%	72

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lavaca Capital's WFC Position: Q2 2026 in Review

Lavaca Capital reduced its Wells Fargo (WFC) stake by 20% in Q2 2026, selling an estimated $9.64K and leaving 492 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Lavaca Capital first reported a position in WFC in Q4 2018 and has held it in 9 quarters since. The position peaked at $161K in Q1 2019. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lavaca Capital held 492 shares of Wells Fargo worth $40.7K as of Q2 2026.
Lavaca Capital sold 120 Wells Fargo shares in Q2 2026, an estimated $9.64K.
Wells Fargo made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #219 holding.
Lavaca Capital first reported a position in Wells Fargo in Q4 2018 and has held it in 9 quarters since.
Lavaca Capital's Wells Fargo position peaked at $161K in Q1 2019.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.