LA
WFC icon

Lifeworks Advisors’s Wells Fargo WFC Stock Holding History

Lifeworks 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 		$322K Sell
3,901
-193
-5% -$15.5K 0.03% 262
2026
Q1 		$326K Sell
4,094
-6
-0.1% -$515 0.04% 238
2025
Q4 		$382K Buy
4,100
+153
+4% +$13.3K 0.05% 238
2025
Q3 		$331K Buy
3,947
+517
+15% +$41.9K 0.04% 248
2025
Q2 		$275K Buy
3,430
+145
+4% +$10.5K 0.04% 260
2025
Q1 		$236K Sell
3,285
-441
-12% -$33.1K 0.04% 279
2024
Q4 		$262K Buy
+3,726
New +$254K 0.05% 256

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

Lifeworks Advisors's WFC Position: Q2 2026 in Review

Lifeworks Advisors reduced its Wells Fargo (WFC) stake by 4.7% in Q2 2026, selling an estimated $15.5K and leaving 3,901 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #262.

Lifeworks Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Lifeworks Advisors held 3,901 shares of Wells Fargo worth $322K as of Q2 2026.
  • Lifeworks Advisors sold 193 Wells Fargo shares in Q2 2026, an estimated $15.5K.
  • Wells Fargo made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #262 holding.
  • Lifeworks Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Wells Fargo position peaked at $382K in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.