Lloyd Advisory Services’s Wells Fargo WFC Stock Holding History

Lloyd Advisory Services’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	$38.6K	Sell	468 -511	-52%	-$41.1K	0.02%	258
2026 Q1	$77.9K	Buy	979 +433	+79%	+$37.2K	0.02%	229
2025 Q4	$50.9K	Buy	+546	New	+$47.4K	0.02%	235
2023 Q4	–	Sell	-30,477	Closed	-$1.25M	–	335
2023 Q3	$1.25M	Buy	+30,477	New	+$1.32M	0.41%	50
2022 Q2	–	Sell	-845	Closed	-$41K	–	562
2022 Q1	$41K	Buy	845 +828	+4,871%	+$44.3K	0.02%	255
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	411
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	381
2021 Q2	$1K	Buy	+17	New	+$759	﹤0.01%	392
2020 Q3	–	Sell	-64	Closed	-$2K	–	399
2020 Q2	$2K	Buy	64 +1	+2%	+$27	﹤0.01%	274
2020 Q1	$2K	Sell	63 -138	-69%	-$5.87K	﹤0.01%	231
2019 Q4	$11K	Buy	+201	New	+$10.5K	0.01%	214

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's WFC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Wells Fargo (WFC) stake by 52% in Q2 2026, selling an estimated $41.1K and leaving 468 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #258.

Lloyd Advisory Services first reported a position in WFC in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2023. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lloyd Advisory Services held 468 shares of Wells Fargo worth $38.6K as of Q2 2026.
Lloyd Advisory Services sold 511 Wells Fargo shares in Q2 2026, an estimated $41.1K.
Wells Fargo made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #258 holding.
Lloyd Advisory Services first reported a position in Wells Fargo in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's Wells Fargo position peaked at $1.25M in Q3 2023.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.