Lawood & Co’s Wells Fargo WFC Stock Holding History

Lawood & Co’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	$340K	Hold	4,118	–	–	0.23%	74
2026 Q1	$328K	Buy	4,118 +111	+3%	+$9.53K	0.3%	74
2025 Q4	$373K	Buy	+4,007	New	+$348K	0.35%	68

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

Lawood & Co's WFC Position: Q2 2026 in Review

Lawood & Co held its Wells Fargo (WFC) position steady in Q2 2026 at 4,118 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #74.

Lawood & Co first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lawood & Co held 4,118 shares of Wells Fargo worth $340K as of Q2 2026.
Lawood & Co left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.23% of Lawood & Co's portfolio in Q2 2026, its #74 holding.
Lawood & Co first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
Lawood & Co's Wells Fargo position peaked at $373K in Q4 2025.
2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.