LGT Financial Advisors’s Wells Fargo WFC Stock Holding History

LGT Financial 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	–	Sell	-107	Closed	-$8.52K	–	262
2026 Q1	$8.52K	Hold	107	–	–	0.04%	153
2025 Q4	$9.97K	Hold	107	–	–	0.06%	137
2025 Q3	$8.97K	Hold	107	–	–	0.02%	242
2025 Q2	$8.57K	Buy	+107	New	+$7.71K	0.02%	222
2024 Q3	–	Sell	-248	Closed	-$14.7K	–	794
2024 Q2	$14.7K	Sell	248 -10,284	-98%	-$607K	0.03%	382
2024 Q1	$610K	Hold	10,532	–	–	0.71%	27
2023 Q4	$518K	Hold	10,532	–	–	0.63%	30
2023 Q3	$430K	Sell	10,532 -295	-3%	-$12.7K	0.55%	31
2023 Q2	$462K	Hold	10,827	–	–	0.49%	56
2023 Q1	$405K	Hold	10,827	–	–	0.75%	25
2022 Q4	$447K	Buy	+10,827	New	+$479K	0.53%	36

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

LGT Financial Advisors's WFC Position: Q2 2026 in Review

LGT Financial Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 107 shares — an estimated $8.52K sold.

LGT Financial Advisors first reported a position in WFC in Q4 2022 and held it in 11 quarters. The position peaked at $610K in Q1 2024. 919 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

LGT Financial Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 107 Wells Fargo shares in Q2 2026, an estimated $8.52K.
LGT Financial Advisors first reported a position in Wells Fargo in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's Wells Fargo position peaked at $610K in Q1 2024.
919 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.