Lazari Capital Management’s Wells Fargo WFC Stock Holding History

Lazari Capital Management’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	$1.53M	Sell	18,523 -84	-0.5%	-$6.75K	0.47%	39
2026 Q1	$1.48M	Sell	18,607 -520	-3%	-$44.7K	0.52%	38
2025 Q4	$1.78M	Buy	19,127 +11	+0.1%	+$955	0.6%	31
2025 Q3	$1.6M	Buy	19,116 +376	+2%	+$30.5K	0.54%	34
2025 Q2	$1.5M	Buy	18,740 +494	+3%	+$35.6K	0.57%	34
2025 Q1	$1.31M	Sell	18,246 -918	-5%	-$68.9K	0.54%	37
2024 Q4	$1.35M	Sell	19,164 -1,539	-7%	-$105K	0.54%	31
2024 Q3	$1.17M	Sell	20,703 -256	-1%	-$14.5K	0.5%	36
2024 Q2	$1.24M	Buy	20,959 +21	+0.1%	+$1.24K	0.56%	36
2024 Q1	$1.21M	Sell	20,938 -1,866	-8%	-$97.6K	0.66%	29
2023 Q4	$1.12M	Buy	22,804 +202	+0.9%	+$8.72K	0.64%	31
2023 Q3	$924K	Sell	22,602 -156	-0.7%	-$6.74K	0.55%	34
2023 Q2	$971K	Buy	+22,758	New	+$916K	0.55%	34

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lazari Capital Management's WFC Position: Q2 2026 in Review

Lazari Capital Management reduced its Wells Fargo (WFC) stake by 0.45% in Q2 2026, selling an estimated $6.75K and leaving 18,523 shares worth $1.53M. The position accounts for 0.47% of the portfolio, ranked #39.

Lazari Capital Management first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.78M in Q4 2025. 1,179 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lazari Capital Management held 18,523 shares of Wells Fargo worth $1.53M as of Q2 2026.
Lazari Capital Management sold 84 Wells Fargo shares in Q2 2026, an estimated $6.75K.
Wells Fargo made up 0.47% of Lazari Capital Management's portfolio in Q2 2026, its #39 holding.
Lazari Capital Management first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Wells Fargo position peaked at $1.78M in Q4 2025.
1,179 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.