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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lifeworks Advisors's WFC Position: Q1 2026 in Review

Lifeworks Advisors reduced its Wells Fargo (WFC) stake by 0.15% in Q1 2026, selling an estimated $515 and leaving 4,094 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #238.

Lifeworks Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Lifeworks Advisors held 4,094 shares of Wells Fargo worth $326K as of Q1 2026.
  • Lifeworks Advisors sold 6 Wells Fargo shares in Q1 2026, an estimated $515.
  • Wells Fargo made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #238 holding.
  • Lifeworks Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Lifeworks Advisors's Wells Fargo position peaked at $382K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.