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Limestone Investment Advisors’s Wells Fargo WFC Stock Holding History

Limestone Investment 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 		$9.9M Sell
119,800
-32,700
-21% -$2.63M 0.74% 27
2026
Q1 		$12.1M Buy
152,500
+62,200
+69% +$5.34M 0.97% 16
2025
Q4 		$8.42M Sell
90,300
-39,000
-30% -$3.39M 0.81% 20
2025
Q3 		$10.8M Sell
129,300
-23,800
-16% -$1.93M 0.86% 21
2025
Q2 		$12.3M Buy
+153,100
New +$11M 1.07% 24

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

Limestone Investment Advisors's WFC Position: Q2 2026 in Review

Limestone Investment Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 44,986 shares — an estimated $3.62M sold.

Limestone Investment Advisors first reported a position in WFC in Q1 2026 and held it in 1 quarter. The position peaked at $3.58M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Limestone Investment Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 44,986 Wells Fargo shares in Q2 2026, an estimated $3.62M.
  • Limestone Investment Advisors first reported a position in Wells Fargo in Q1 2026 and held it in 1 quarter.
  • Limestone Investment Advisors's Wells Fargo position peaked at $3.58M in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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