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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lebenthal Global Advisors's WFC Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $158K and bringing the position to 19,262 shares worth $1.53M. The position accounts for 0.22% of the portfolio, ranked #72.

Lebenthal Global Advisors first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.62M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Lebenthal Global Advisors held 19,262 shares of Wells Fargo worth $1.53M as of Q1 2026.
  • Lebenthal Global Advisors bought 1,842 Wells Fargo shares in Q1 2026, an estimated $158K.
  • Wells Fargo made up 0.22% of Lebenthal Global Advisors's portfolio in Q1 2026, its #72 holding.
  • Lebenthal Global Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
  • Lebenthal Global Advisors's Wells Fargo position peaked at $1.62M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.