Lincoln Capital’s Wells Fargo WFC Stock Holding History

Lincoln Capital’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	$586K	Sell	7,094 -107	-1%	-$8.6K	0.1%	84
2026 Q1	$573K	Buy	7,201 +2	+0%	+$172	0.11%	86
2025 Q4	$671K	Buy	7,199 +157	+2%	+$13.6K	0.12%	81
2025 Q3	$568K	Buy	7,042 +28	+0.4%	+$2.27K	0.11%	89
2025 Q2	$562K	Buy	7,014 +2	+0%	+$144	0.11%	89
2025 Q1	$464K	Buy	7,012 +1	+0%	+$75	0.1%	89
2024 Q4	$492K	Buy	7,011 +2	+0%	+$137	0.1%	82
2024 Q3	$396K	Buy	7,009 +3	+0%	+$170	0.08%	85
2024 Q2	$416K	Buy	7,006 +341	+5%	+$20.1K	0.09%	82
2024 Q1	$386K	Hold	6,665	–	–	0.09%	82
2023 Q4	$328K	Sell	6,665 -38	-0.6%	-$1.64K	0.08%	84
2023 Q3	$274K	Buy	6,703 +75	+1%	+$3.24K	0.07%	84
2023 Q2	$283K	Buy	6,628 +125	+2%	+$5.03K	0.07%	85
2023 Q1	$243K	Hold	6,503	–	–	0.07%	93
2022 Q4	$269K	Sell	6,503 -2,931	-31%	-$130K	0.08%	88
2022 Q3	$379K	Buy	9,434 +2,343	+33%	+$101K	0.12%	75
2022 Q2	$278K	Hold	7,091	–	–	0.08%	93
2022 Q1	$344K	Hold	7,091	–	–	0.08%	89
2021 Q4	$340K	Hold	7,091	–	–	0.08%	85
2021 Q3	$329K	Hold	7,091	–	–	0.09%	83
2021 Q2	$321K	Buy	+7,091	New	+$317K	0.09%	82
2020 Q1	–	Sell	-5,760	Closed	-$310K	–	83
2019 Q4	$310K	Sell	5,760 -87	-1%	-$4.56K	0.13%	67
2019 Q3	$295K	Hold	5,847	–	–	0.13%	64
2019 Q2	$277K	Sell	5,847 -1,000	-15%	-$46.8K	0.12%	66
2019 Q1	$331K	Buy	6,847 +642	+10%	+$31.6K	0.16%	58
2018 Q4	$286K	Hold	6,205	–	–	0.16%	58
2018 Q3	$326K	Hold	6,205	–	–	0.16%	57
2018 Q2	$352K	Sell	6,205 -120	-2%	-$6.43K	0.19%	51
2018 Q1	$331K	Buy	6,325 +51	+0.8%	+$3.03K	0.18%	56
2017 Q4	$381K	Buy	6,274 +520	+9%	+$29.4K	0.21%	48
2017 Q3	$317K	Sell	5,754 -100	-2%	-$5.32K	0.2%	51
2017 Q2	$324K	Sell	5,854 -450	-7%	-$24.1K	0.2%	52
2017 Q1	$351K	Hold	6,304	–	–	0.24%	45
2016 Q4	$347K	Sell	6,304 -200	-3%	-$10.1K	0.25%	40
2016 Q3	$288K	Hold	6,504	–	–	0.21%	45
2016 Q2	$308K	Buy	6,504 +425	+7%	+$20.7K	0.23%	41
2016 Q1	$294K	Buy	6,079 +1,150	+23%	+$56.3K	0.22%	42
2015 Q4	$268K	Buy	4,929 +158	+3%	+$8.58K	0.21%	45
2015 Q3	$245K	Buy	4,771 +1,002	+27%	+$55.1K	0.2%	44
2015 Q2	$212K	Hold	3,769	–	–	0.18%	53
2015 Q1	$205K	Hold	3,769	–	–	0.18%	55
2014 Q4	$207K	Buy	+3,769	New	+$200K	0.18%	53

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Lincoln Capital's WFC Position: Q2 2026 in Review

Lincoln Capital reduced its Wells Fargo (WFC) stake by 1.5% in Q2 2026, selling an estimated $8.6K and leaving 7,094 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #84.

Lincoln Capital first reported a position in WFC in Q4 2014 and has held it in 42 quarters since. The position peaked at $671K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lincoln Capital held 7,094 shares of Wells Fargo worth $586K as of Q2 2026.
Lincoln Capital sold 107 Wells Fargo shares in Q2 2026, an estimated $8.6K.
Wells Fargo made up 0.1% of Lincoln Capital's portfolio in Q2 2026, its #84 holding.
Lincoln Capital first reported a position in Wells Fargo in Q4 2014 and has held it in 42 quarters since.
Lincoln Capital's Wells Fargo position peaked at $671K in Q4 2025.
1,014 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.