Lewis Asset Management’s Wells Fargo WFC Stock Holding History

Lewis Asset 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 Q2	$367K	Buy	4,438 +6	+0.1%	+$482	0.13%	155
2026 Q1	$353K	Hold	4,432	–	–	0.14%	147
2025 Q4	$413K	Hold	4,432	–	–	0.17%	126
2025 Q3	$371K	Buy	4,432 +25	+0.6%	+$2.03K	0.15%	132
2025 Q2	$353K	Buy	+4,407	New	+$318K	0.17%	130

Other funds holding WFC

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Lewis Asset Management's WFC Position: Q2 2026 in Review

Lewis Asset Management increased its Wells Fargo (WFC) stake by 0.14% in Q2 2026, buying an estimated $482 and bringing the position to 4,438 shares worth $367K. The position accounts for 0.13% of the portfolio, ranked #155.

Lewis Asset Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $413K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lewis Asset Management held 4,438 shares of Wells Fargo worth $367K as of Q2 2026.
Lewis Asset Management bought 6 Wells Fargo shares in Q2 2026, an estimated $482.
Wells Fargo made up 0.13% of Lewis Asset Management's portfolio in Q2 2026, its #155 holding.
Lewis Asset Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
Lewis Asset Management's Wells Fargo position peaked at $413K in Q4 2025.
1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.