LeConte Wealth Management’s Wells Fargo WFC Stock Holding History

LeConte Wealth 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 Q3	$372K	Buy	4,648 +141	+3%	+$12.2K	0.2%	96
2026 Q2	$372K	Buy	4,507 +130	+3%	+$10.4K	0.2%	90
2026 Q1	$348K	Sell	4,377 -94	-2%	-$8.07K	0.23%	77
2025 Q4	$417K	Buy	4,471 +348	+8%	+$30.2K	0.27%	58
2025 Q3	$346K	Buy	4,123 +795	+24%	+$64.5K	0.23%	66
2025 Q2	$267K	Buy	+3,328	New	+$240K	0.18%	71

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LeConte Wealth Management's WFC Position: Q3 2026 in Review

LeConte Wealth Management increased its Wells Fargo (WFC) stake by 3.1% in Q3 2026, buying an estimated $12.2K and bringing the position to 4,648 shares worth $372K. The position accounts for 0.2% of the portfolio, ranked #96.

LeConte Wealth Management first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $417K in Q4 2025. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

LeConte Wealth Management held 4,648 shares of Wells Fargo worth $372K as of Q3 2026.
LeConte Wealth Management bought 141 Wells Fargo shares in Q3 2026, an estimated $12.2K.
Wells Fargo made up 0.2% of LeConte Wealth Management's portfolio in Q3 2026, its #96 holding.
LeConte Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
LeConte Wealth Management's Wells Fargo position peaked at $417K in Q4 2025.
1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.