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LexAurum Advisors’s Wells Fargo WFC Stock Holding History

LexAurum 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 		$1.64M Sell
19,788
-677
-3% -$54.4K 0.19% 99
2026
Q1 		$1.63M Buy
+20,465
New +$1.76M 0.21% 89
2025
Q3 		$1.57M Sell
18,719
-80
-0.4% -$6.49K 0.22% 86
2025
Q2 		$1.51M Buy
18,799
+7
+0% +$505 0.24% 86
2025
Q1 		$1.35M Sell
18,792
-96
-0.5% -$7.21K 0.26% 81
2024
Q4 		$1.33M Buy
18,888
+450
+2% +$30.7K 0.26% 77
2024
Q3 		$1.04M Buy
18,438
+1
+0% +$57 0.23% 95
2024
Q2 		$1.09M Sell
18,437
-1,410
-7% -$83.2K 0.27% 86
2024
Q1 		$1.15M Sell
19,847
-100
-0.5% -$5.23K 0.29% 73
2023
Q4 		$982K Sell
19,947
-445
-2% -$19.2K 0.26% 85
2023
Q3 		$833K Buy
20,392
+5,647
+38% +$244K 0.24% 91
2023
Q2 		$629K Buy
14,745
+337
+2% +$13.6K 0.19% 111
2023
Q1 		$539K Buy
14,408
+11
+0.1% +$479 0.18% 120
2022
Q4 		$594K Buy
14,397
+11
+0.1% +$487 0.21% 105
2022
Q3 		$579K Buy
14,386
+12
+0.1% +$516 0.22% 99
2022
Q2 		$563K Buy
14,374
+6
+0% +$263 0.21% 104
2022
Q1 		$696K Buy
14,368
+8
+0.1% +$428 0.23% 95
2021
Q4 		$689K Sell
14,360
-194
-1% -$9.55K 0.22% 95
2021
Q3 		$675K Sell
14,554
-1,075
-7% -$49.8K 0.2% 128
2021
Q2 		$708K Buy
15,629
+2,463
+19% +$110K 0.21% 123
2021
Q1 		$514K Sell
13,166
-70
-0.5% -$2.48K 0.18% 136
2020
Q4 		$399K Sell
13,236
-194
-1% -$5.02K 0.14% 157
2020
Q3 		$316K Sell
13,430
-146
-1% -$3.6K 0.13% 160
2020
Q2 		$348K Sell
13,576
-6,236
-31% -$171K 0.19% 121
2020
Q1 		$569K Buy
19,812
+368
+2% +$15.6K 0.39% 57
2019
Q4 		$1.05M Buy
19,444
+41
+0.2% +$2.15K 0.52% 49
2019
Q3 		$979K Buy
19,403
+2
+0% +$94 0.58% 43
2019
Q2 		$918K Buy
19,401
+777
+4% +$36.3K 0.57% 52
2019
Q1 		$900K Buy
18,624
+182
+1% +$8.95K 0.6% 46
2018
Q4 		$850K Buy
18,442
+1,483
+9% +$76K 0.66% 42
2018
Q3 		$891K Buy
16,959
+11,756
+226% +$671K 0.62% 47
2018
Q2 		$288K Buy
5,203
+664
+15% +$35.6K 0.26% 97
2018
Q1 		$238K Sell
4,539
-630
-12% -$37.4K 0.2% 112
2017
Q4 		$323K Buy
+5,169
New +$292K 0.3% 90

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

LexAurum Advisors's WFC Position: Q2 2026 in Review

LexAurum Advisors reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $54.4K and leaving 19,788 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #99.

LexAurum Advisors first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • LexAurum Advisors held 19,788 shares of Wells Fargo worth $1.64M as of Q2 2026.
  • LexAurum Advisors sold 677 Wells Fargo shares in Q2 2026, an estimated $54.4K.
  • Wells Fargo made up 0.19% of LexAurum Advisors's portfolio in Q2 2026, its #99 holding.
  • LexAurum Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.