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
2025 Q3	–	Sell	-25,400	Closed	-$2.04M	–	786
2025 Q2	$2.04M	Buy	+25,400	New	+$1.83M	0.08%	302

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.