Lebenthal Global Advisors
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Lebenthal Global Advisors’s Wells Fargo WFC Stock Holding History

Lebenthal Global Advisors’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 		$690K Sell
8,615
-2,250
-21% -$195K 0.09% 143
2026
Q2 		$898K Sell
10,865
-8,397
-44% -$675K 0.12% 125
2026
Q1 		$1.53M Buy
19,262
+1,842
+11% +$158K 0.22% 72
2025
Q4 		$1.62M Buy
17,420
+556
+3% +$48.3K 0.25% 66
2025
Q3 		$1.41M Buy
16,864
+439
+3% +$35.6K 0.25% 70
2025
Q2 		$1.32M Buy
16,425
+1,135
+7% +$81.8K 0.25% 66
2025
Q1 		$1.1M Buy
15,290
+181
+1% +$13.6K 0.21% 68
2024
Q4 		$1.06M Buy
15,109
+433
+3% +$29.6K 0.19% 82
2024
Q3 		$829K Buy
14,676
+228
+2% +$12.9K 0.17% 89
2024
Q2 		$858K Sell
14,448
-579
-4% -$34.2K 0.19% 78
2024
Q1 		$871K Sell
15,027
-3,100
-17% -$162K 0.19% 65
2023
Q4 		$892K Sell
18,127
-11
-0.1% -$475 0.21% 62
2023
Q3 		$741K Sell
18,138
-414
-2% -$17.9K 0.22% 52
2023
Q2 		$792K Buy
+18,552
New +$747K 0.23% 42
2022
Q4 		– Sell
-18,508
Closed -$744K – 138
2022
Q3 		$744K Hold
18,508
– – 0.34% 29
2022
Q2 		$724K Buy
18,508
+5,433
+42% +$238K 0.35% 32
2022
Q1 		$633K Buy
13,075
+4,001
+44% +$214K 0.27% 62
2021
Q4 		$435K Buy
+9,074
New +$447K 0.18% 93

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Lebenthal Global Advisors's WFC Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its Wells Fargo (WFC) stake by 21% in Q3 2026, selling an estimated $195K and leaving 8,615 shares worth $690K. The position accounts for 0.09% of the portfolio, ranked #143.

Lebenthal Global Advisors first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Lebenthal Global Advisors held 8,615 shares of Wells Fargo worth $690K as of Q3 2026.
  • Lebenthal Global Advisors sold 2,250 Wells Fargo shares in Q3 2026, an estimated $195K.
  • Wells Fargo made up 0.09% of Lebenthal Global Advisors's portfolio in Q3 2026, its #143 holding.
  • Lebenthal Global Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Lebenthal Global Advisors's Wells Fargo position peaked at $1.62M in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.