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 Q2	$1.22M	Buy	14,800 +3,000	+25%	+$241K	﹤0.01%	1002
2026 Q1	$939K	Buy	+11,800	New	+$1.01M	﹤0.01%	997
2023 Q4	–	Sell	-3,100	Closed	-$127K	–	1446
2023 Q3	$127K	Hold	3,100	–	–	﹤0.01%	1127
2023 Q2	$132K	Hold	3,100	–	–	﹤0.01%	1145
2023 Q1	$116K	Buy	+3,100	New	+$135K	﹤0.01%	1073

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's WFC Position: Q2 2026 in Review

Lido Advisors increased its Wells Fargo (WFC) stake by 29% in Q2 2026, buying an estimated $5.68M and bringing the position to 311,667 shares worth $25.8M. The position accounts for 0.07% of the portfolio, ranked #184.

Lido Advisors first reported a position in WFC in Q1 2016 and has held it in 42 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lido Advisors held 311,667 shares of Wells Fargo worth $25.8M as of Q2 2026.
Lido Advisors bought 70,716 Wells Fargo shares in Q2 2026, an estimated $5.68M.
Wells Fargo made up 0.07% of Lido Advisors's portfolio in Q2 2026, its #184 holding.
Lido Advisors first reported a position in Wells Fargo in Q1 2016 and has held it in 42 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.