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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
Q3 		$330K Hold
4,118
– – 0.23% 72
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Lawood & Co's WFC Position: Q3 2026 in Review

Lawood & Co held its Wells Fargo (WFC) position steady in Q3 2026 at 4,118 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #72.

Lawood & Co first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $373K in Q4 2025. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Lawood & Co held 4,118 shares of Wells Fargo worth $330K as of Q3 2026.
  • Lawood & Co left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.23% of Lawood & Co's portfolio in Q3 2026, its #72 holding.
  • Lawood & Co first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Wells Fargo position peaked at $373K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.