Lee, Danner & Bass’s Wells Fargo WFC Stock Holding History

Lee, Danner & Bass’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	$4.59M	Buy	55,555 +24	+0%	+$1.93K	0.26%	84
2026 Q1	$4.42M	Sell	55,531 -590	-1%	-$50.7K	0.28%	78
2025 Q4	$5.23M	Sell	56,121 -10	-0%	-$868	0.37%	56
2025 Q3	$4.7M	Sell	56,131 -1,275	-2%	-$103K	0.34%	67
2025 Q2	$4.6M	Sell	57,406 -490	-0.8%	-$35.3K	0.36%	61
2025 Q1	$4.16M	Sell	57,896 -500	-0.9%	-$37.5K	0.34%	67
2024 Q4	$4.1M	Sell	58,396 -500	-0.8%	-$34.1K	0.33%	67
2024 Q3	$3.33M	Sell	58,896 -300	-0.5%	-$17K	0.23%	84
2024 Q2	$3.52M	Buy	+59,196	New	+$3.49M	0.27%	79
2023 Q4	$3.11M	Sell	63,129 -5,280	-8%	-$228K	0.27%	85
2023 Q3	$2.79M	Sell	68,409 -100	-0.1%	-$4.32K	0.25%	84
2023 Q2	$2.92M	Sell	68,509 -515	-0.7%	-$20.7K	0.25%	80
2023 Q1	$2.58M	Sell	69,024 -750	-1%	-$32.7K	0.24%	85
2022 Q4	$2.88M	Buy	69,774 +5,550	+9%	+$246K	0.27%	80
2022 Q3	$2.58M	Buy	64,224 +115	+0.2%	+$4.94K	0.27%	81
2022 Q2	$2.51M	Buy	64,109 +7,834	+14%	+$344K	0.25%	82
2022 Q1	$2.73M	Buy	56,275 +1,255	+2%	+$67.2K	0.23%	87
2021 Q4	$2.64M	Buy	55,020 +2,250	+4%	+$111K	0.23%	86
2021 Q3	$2.45M	Sell	52,770 -1,425	-3%	-$66K	0.23%	87
2021 Q2	$2.45M	Sell	54,195 -1,680	-3%	-$75K	0.22%	90
2021 Q1	$2.18M	Buy	55,875 +200	+0.4%	+$7.08K	0.21%	90
2020 Q4	$1.68M	Sell	55,675 -982	-2%	-$25.4K	0.18%	95
2020 Q3	$1.33M	Sell	56,657 -22,045	-28%	-$543K	0.16%	95
2020 Q2	$2.02M	Sell	78,702 -5,624	-7%	-$154K	0.26%	79
2020 Q1	$2.42M	Sell	84,326 -638	-0.8%	-$27.1K	0.35%	66
2019 Q4	$4.57M	Sell	84,964 -3,198	-4%	-$167K	0.48%	54
2019 Q3	$4.45M	Sell	88,162 -3,209	-4%	-$151K	0.48%	57
2019 Q2	$4.32M	Sell	91,371 -2,690	-3%	-$126K	0.46%	58
2019 Q1	$4.54M	Sell	94,061 -8,400	-8%	-$413K	0.5%	52
2018 Q4	$4.72M	Buy	102,461 +11,476	+13%	+$588K	0.56%	49
2018 Q3	$4.78M	Buy	90,985 +5,791	+7%	+$331K	0.47%	52
2018 Q2	$4.72M	Sell	85,194 -8,899	-9%	-$477K	0.5%	52
2018 Q1	$4.93M	Buy	94,093 +3,736	+4%	+$222K	0.51%	52
2017 Q4	$5.48M	Sell	90,357 -400	-0.4%	-$22.6K	0.56%	49
2017 Q3	$5M	Sell	90,757 -785	-0.9%	-$41.7K	0.54%	50
2017 Q2	$5.07M	Buy	91,542 +7,792	+9%	+$417K	0.57%	47
2017 Q1	$4.66M	Sell	83,750 -522	-0.6%	-$29.6K	0.53%	48
2016 Q4	$4.64M	Sell	84,272 -980	-1%	-$49.3K	0.55%	47
2016 Q3	$3.77M	Buy	85,252 +12,570	+17%	+$601K	0.46%	54
2016 Q2	$3.44M	Sell	72,682 -300	-0.4%	-$14.6K	0.42%	57
2016 Q1	$3.72M	Buy	72,982 +1,881	+3%	+$92.1K	0.46%	54
2015 Q4	$3.87M	Buy	71,101 +4,293	+6%	+$233K	0.51%	51
2015 Q3	$3.43M	Buy	66,808 +5,489	+9%	+$302K	0.46%	54
2015 Q2	$3.45M	Buy	61,319 +240	+0.4%	+$13.4K	0.41%	56
2015 Q1	$3.32M	Sell	61,079 -400	-0.7%	-$21.6K	0.39%	57
2014 Q4	$3.37M	Sell	61,479 -705	-1%	-$37.3K	0.4%	52
2014 Q3	$3.23M	Buy	62,184 +241	+0.4%	+$12.4K	0.4%	55
2014 Q2	$3.26M	Buy	61,943 +145	+0.2%	+$7.29K	0.4%	57
2014 Q1	$3.07M	Sell	61,798 -2,812	-4%	-$131K	0.4%	59
2013 Q4	$2.93M	Buy	64,610 +21,506	+50%	+$929K	0.39%	57
2013 Q3	$1.78M	Hold	43,104	–	–	0.25%	67
2013 Q2	$1.78M	Buy	+43,104	New	+$1.68M	0.26%	65

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lee, Danner & Bass's WFC Position: Q2 2026 in Review

Lee, Danner & Bass increased its Wells Fargo (WFC) stake by 0.04% in Q2 2026, buying an estimated $1.93K and bringing the position to 55,555 shares worth $4.59M. The position accounts for 0.26% of the portfolio, ranked #84.

Lee, Danner & Bass first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.48M in Q4 2017. 1,117 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lee, Danner & Bass held 55,555 shares of Wells Fargo worth $4.59M as of Q2 2026.
Lee, Danner & Bass bought 24 Wells Fargo shares in Q2 2026, an estimated $1.93K.
Wells Fargo made up 0.26% of Lee, Danner & Bass's portfolio in Q2 2026, its #84 holding.
Lee, Danner & Bass first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Lee, Danner & Bass's Wells Fargo position peaked at $5.48M in Q4 2017.
1,117 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.