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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lebenthal Global Advisors's WFC Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Wells Fargo (WFC) stake by 44% in Q2 2026, selling an estimated $675K and leaving 10,865 shares worth $898K. The position accounts for 0.12% of the portfolio, ranked #125.

Lebenthal Global Advisors first reported a position in WFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.62M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Lebenthal Global Advisors held 10,865 shares of Wells Fargo worth $898K as of Q2 2026.
  • Lebenthal Global Advisors sold 8,397 Wells Fargo shares in Q2 2026, an estimated $675K.
  • Wells Fargo made up 0.12% of Lebenthal Global Advisors's portfolio in Q2 2026, its #125 holding.
  • Lebenthal Global Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 17 quarters since.
  • Lebenthal Global Advisors's Wells Fargo position peaked at $1.62M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.