Lido Advisors’s Wells Fargo WFC Stock Holding History

Lido 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 Q1	–	Sell	-800	Closed	-$74.6K	–	2146
2025 Q4	$74.6K	Hold	800	–	–	﹤0.01%	1867
2025 Q3	$67.1K	Buy	+800	New	+$64.9K	﹤0.01%	1781
2024 Q4	–	Sell	-2,200	Closed	-$124K	–	1613
2024 Q3	$124K	Buy	+2,200	New	+$124K	﹤0.01%	1385
2024 Q1	–	Sell	-500	Closed	-$24.6K	–	1479
2023 Q4	$24.6K	Hold	500	–	–	﹤0.01%	1332
2023 Q3	$20.4K	Hold	500	–	–	﹤0.01%	1192
2023 Q2	$21.3K	Hold	500	–	–	﹤0.01%	1202
2023 Q1	$18.7K	Buy	+500	New	+$21.8K	﹤0.01%	1137
2021 Q3	–	Sell	-9,500	Closed	-$430K	–	1030
2021 Q2	$430K	Sell	9,500 -2,000	-17%	-$89.3K	0.01%	593
2021 Q1	$449K	Buy	11,500 +2,000	+21%	+$70.8K	0.01%	536
2020 Q4	$286K	Buy	+9,500	New	+$246K	0.01%	637

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's WFC Position: Q1 2026 in Review

Lido Advisors reduced its Wells Fargo (WFC) stake by 8.9% in Q1 2026, selling an estimated $2.03M and leaving 240,951 shares worth $19.2M. The position accounts for 0.06% of the portfolio, ranked #211.

Lido Advisors first reported a position in WFC in Q1 2016 and has held it in 41 quarters since. The position peaked at $22.9M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Lido Advisors held 240,951 shares of Wells Fargo worth $19.2M as of Q1 2026.
Lido Advisors sold 23,588 Wells Fargo shares in Q1 2026, an estimated $2.03M.
Wells Fargo made up 0.06% of Lido Advisors's portfolio in Q1 2026, its #211 holding.
Lido Advisors first reported a position in Wells Fargo in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's Wells Fargo position peaked at $22.9M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.