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LBP AM’s Wells Fargo WFC Stock Holding History

LBP AM’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 		$6.54M Buy
79,125
+14,571
+23% +$1.17M 0.07% 212
2026
Q1 		$5.14M Sell
64,554
-77,130
-54% -$6.62M 0.07% 208
2025
Q4 		$13.2M Buy
141,684
+116,862
+471% +$10.1M 0.15% 132
2025
Q3 		$2.08M Sell
24,822
-9,789
-28% -$794K 0.03% 288
2025
Q2 		$2.77M Sell
34,611
-17,534
-34% -$1.26M 0.04% 253
2025
Q1 		$3.74M Sell
52,145
-1,071
-2% -$80.4K 0.06% 221
2024
Q4 		$3.74M Buy
53,216
+35,429
+199% +$2.42M 0.05% 225
2024
Q3 		$1M Sell
17,787
-938
-5% -$53K 0.02% 296
2024
Q2 		$1.11M Sell
18,725
-29,909
-61% -$1.77M 0.05% 206
2024
Q1 		$2.82M Sell
48,634
-103,394
-68% -$5.41M 0.11% 149
2023
Q4 		$7.48M Sell
152,028
-41,216
-21% -$1.78M 0.16% 142
2023
Q3 		$7.9M Buy
193,244
+55,277
+40% +$2.39M 0.18% 141
2023
Q2 		$5.89M Sell
137,967
-39,039
-22% -$1.57M 0.14% 147
2023
Q1 		$6.62M Sell
177,006
-8,151
-4% -$355K 0.17% 125
2022
Q4 		$7.65M Buy
+185,157
New +$8.2M 0.22% 96

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LBP AM's WFC Position: Q2 2026 in Review

LBP AM increased its Wells Fargo (WFC) stake by 23% in Q2 2026, buying an estimated $1.17M and bringing the position to 79,125 shares worth $6.54M. The position accounts for 0.07% of the portfolio, ranked #212.

LBP AM first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q4 2025. 826 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • LBP AM held 79,125 shares of Wells Fargo worth $6.54M as of Q2 2026.
  • LBP AM bought 14,571 Wells Fargo shares in Q2 2026, an estimated $1.17M.
  • Wells Fargo made up 0.07% of LBP AM's portfolio in Q2 2026, its #212 holding.
  • LBP AM first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • LBP AM's Wells Fargo position peaked at $13.2M in Q4 2025.
  • 826 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.