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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
2024
Q2 		– Sell
-54,200
Closed -$3.14M – 554
2024
Q1 		$3.14M Buy
+54,200
New +$2.84M 0.15% 179
2023
Q4 		– Sell
-47,000
Closed -$1.92M – 443
2023
Q3 		$1.92M Buy
+47,000
New +$2.03M 0.08% 244

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

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.