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LGT Group Foundation’s Wells Fargo WFC Stock Holding History

LGT Group Foundation’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 		$29.2M Sell
352,951
-1,636
-0.5% -$131K 0.33% 59
2026
Q1 		$28.2M Buy
354,587
+11,719
+3% +$1.01M 0.34% 55
2025
Q4 		$32.3M Buy
342,868
+41,971
+14% +$3.64M 0.35% 53
2025
Q3 		$24.3M Buy
300,897
+4,809
+2% +$390K 0.28% 65
2025
Q2 		$23.7M Buy
296,088
+3,210
+1% +$231K 0.3% 67
2025
Q1 		$21M Buy
292,878
+257,220
+721% +$19.3M 0.29% 67
2024
Q4 		$2.5M Sell
35,658
-20,153
-36% -$1.38M 0.04% 159
2024
Q3 		$3.09M Sell
55,811
-5,157
-8% -$292K 0.05% 164
2024
Q2 		$3.62M Sell
60,968
-2,366
-4% -$140K 0.06% 153
2024
Q1 		$3.67M Sell
63,334
-15,629
-20% -$818K 0.09% 147
2023
Q4 		$3.91M Buy
78,963
+25,618
+48% +$1.11M 0.09% 155
2023
Q3 		$2.11M Buy
53,345
+568
+1% +$24.5K 0.05% 176
2023
Q2 		$2.25M Buy
52,777
+88
+0.2% +$3.54K 0.05% 186
2023
Q1 		$1.97M Buy
52,689
+3,600
+7% +$157K 0.06% 195
2022
Q4 		$2.03M Buy
49,089
+2,737
+6% +$121K 0.06% 187
2022
Q3 		$1.86M Sell
46,352
-3,630
-7% -$156K 0.07% 164
2022
Q2 		$1.96M Sell
49,982
-12,771
-20% -$560K 0.06% 179
2022
Q1 		$3.06M Buy
62,753
+687
+1% +$36.8K 0.07% 172
2021
Q4 		$2.98M Buy
+62,066
New +$3.06M 0.08% 159

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGT Group Foundation's WFC Position: Q2 2026 in Review

LGT Group Foundation reduced its Wells Fargo (WFC) stake by 0.46% in Q2 2026, selling an estimated $131K and leaving 352,951 shares worth $29.2M. The position accounts for 0.33% of the portfolio, ranked #59.

LGT Group Foundation first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $32.3M in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • LGT Group Foundation held 352,951 shares of Wells Fargo worth $29.2M as of Q2 2026.
  • LGT Group Foundation sold 1,636 Wells Fargo shares in Q2 2026, an estimated $131K.
  • Wells Fargo made up 0.33% of LGT Group Foundation's portfolio in Q2 2026, its #59 holding.
  • LGT Group Foundation first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Wells Fargo position peaked at $32.3M in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.