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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lloyd Advisory Services's WFC Position: Q1 2026 in Review

Lloyd Advisory Services increased its Wells Fargo (WFC) stake by 79% in Q1 2026, buying an estimated $37.2K and bringing the position to 979 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #229.

Lloyd Advisory Services first reported a position in WFC in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.25M in Q3 2023. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Lloyd Advisory Services held 979 shares of Wells Fargo worth $77.9K as of Q1 2026.
Lloyd Advisory Services bought 433 Wells Fargo shares in Q1 2026, an estimated $37.2K.
Wells Fargo made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #229 holding.
Lloyd Advisory Services first reported a position in Wells Fargo in Q4 2019 and has held it in 10 quarters since.
Lloyd Advisory Services's Wells Fargo position peaked at $1.25M in Q3 2023.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.