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LifeSteps Financial’s Wells Fargo WFC Stock Holding History

LifeSteps Financial’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 		$1.15M Buy
13,958
+70
+0.5% +$5.63K 0.54% 34
2026
Q1 		$1.11M Sell
13,888
-28
-0.2% -$2.4K 0.7% 30
2025
Q4 		$1.3M Buy
13,916
+3
+0% +$260 0.83% 26
2025
Q3 		$1.17M Sell
13,913
-217
-2% -$17.6K 0.75% 27
2025
Q2 		$1.13M Buy
14,130
+18
+0.1% +$1.3K 0.78% 27
2025
Q1 		$1.01M Buy
14,112
+98
+0.7% +$7.36K 0.82% 27
2024
Q4 		$984K Sell
14,014
-396
-3% -$27K 0.76% 28
2024
Q3 		$814K Buy
14,410
+5
+0% +$283 0.64% 29
2024
Q2 		$856K Buy
14,405
+3
+0% +$177 0.71% 29
2024
Q1 		$835K Buy
14,402
+104
+0.7% +$5.44K 0.63% 29
2023
Q4 		$704K Buy
14,298
+4
+0% +$173 0.62% 33
2023
Q3 		$584K Buy
14,294
+5
+0% +$216 0.59% 37
2023
Q2 		$610K Sell
14,289
-46
-0.3% -$1.85K 0.6% 36
2023
Q1 		$536K Sell
14,335
-130
-0.9% -$5.67K 0.57% 39
2022
Q4 		$597K Buy
+14,465
New +$640K 0.62% 36
2022
Q2 		– Sell
-4,572
Closed -$222K – 83
2022
Q1 		$222K Buy
+4,572
New +$245K 0.16% 81
2020
Q1 		– Sell
-5,126
Closed -$276K – 95
2019
Q4 		$276K Buy
+5,126
New +$268K 0.26% 72

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

LifeSteps Financial's WFC Position: Q2 2026 in Review

LifeSteps Financial increased its Wells Fargo (WFC) stake by 0.5% in Q2 2026, buying an estimated $5.63K and bringing the position to 13,958 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #34.

LifeSteps Financial first reported a position in WFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2025. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • LifeSteps Financial held 13,958 shares of Wells Fargo worth $1.15M as of Q2 2026.
  • LifeSteps Financial bought 70 Wells Fargo shares in Q2 2026, an estimated $5.63K.
  • Wells Fargo made up 0.54% of LifeSteps Financial's portfolio in Q2 2026, its #34 holding.
  • LifeSteps Financial first reported a position in Wells Fargo in Q4 2019 and has held it in 17 quarters since.
  • LifeSteps Financial's Wells Fargo position peaked at $1.3M in Q4 2025.
  • 1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.