Lighthouse Investment Partners’s Wells Fargo WFC Stock Holding History

Lighthouse Investment Partners’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	$14.6M	Buy	+176,202	New	+$14.2M	0.4%	61
2025 Q4	–	Sell	-58,480	Closed	-$4.9M	–	1061
2025 Q3	$4.9M	Buy	58,480 +51,991	+801%	+$4.22M	0.15%	187
2025 Q2	$520K	Sell	6,489 -303,821	-98%	-$21.9M	0.02%	449
2025 Q1	$22.3M	Sell	310,310 -500,742	-62%	-$37.6M	0.92%	13
2024 Q4	$57M	Buy	+811,052	New	+$55.4M	1.88%	3
2024 Q3	–	Sell	-72,708	Closed	-$4.32M	–	575
2024 Q2	$4.32M	Buy	+72,708	New	+$4.29M	0.17%	145
2023 Q3	–	Sell	-30,461	Closed	-$1.32M	–	432
2023 Q2	$1.3M	Buy	+30,461	New	+$1.23M	0.07%	209
2023 Q1	–	Sell	-24,592	Closed	-$1.02M	–	389
2022 Q4	$1.02M	Buy	+24,592	New	+$1.09M	0.11%	137

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

Lighthouse Investment Partners's WFC Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 176,202 shares worth $14.6M. The stake represents 0.4% of the portfolio and ranks #61 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in WFC as recently as Q3 2025.

Lighthouse Investment Partners first reported a position in WFC in Q4 2022 and has held it in 8 quarters since. The position peaked at $57M in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lighthouse Investment Partners held 176,202 shares of Wells Fargo worth $14.6M as of Q2 2026.
Wells Fargo was a new Lighthouse Investment Partners position in Q2 2026.
Wells Fargo made up 0.4% of Lighthouse Investment Partners's portfolio in Q2 2026, its #61 holding.
Lighthouse Investment Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 8 quarters since.
Lighthouse Investment Partners's Wells Fargo position peaked at $57M in Q4 2024.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.