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LMCG Investments’s Wells Fargo WFC Stock Holding History

LMCG Investments’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 		$1.22M Sell
14,710
-32
-0.2% -$2.57K 0.07% 161
2026
Q1 		$1.17M Sell
14,742
-689
-4% -$59.2K 0.07% 151
2025
Q4 		$1.44M Sell
15,431
-53
-0.3% -$4.6K 0.08% 141
2025
Q3 		$1.3M Sell
15,484
-253
-2% -$20.5K 0.08% 149
2025
Q2 		$1.26M Sell
15,737
-690
-4% -$49.8K 0.08% 153
2025
Q1 		$1.18M Sell
16,427
-167
-1% -$12.5K 0.08% 161
2024
Q4 		$1.17M Sell
16,594
-27
-0.2% -$1.84K 0.07% 158
2024
Q3 		$939K Sell
16,621
-34
-0.2% -$1.92K 0.06% 158
2024
Q2 		$989K Sell
16,655
-162
-1% -$9.56K 0.06% 187
2024
Q1 		$975K Sell
16,817
-435
-3% -$22.8K 0.06% 197
2023
Q4 		$849K Sell
17,252
-218
-1% -$9.41K 0.05% 235
2023
Q3 		$714K Sell
17,470
-410
-2% -$17.7K 0.05% 243
2023
Q2 		$763K Sell
17,880
-728
-4% -$29.3K 0.05% 238
2023
Q1 		$696K Sell
18,608
-1,114
-6% -$48.6K 0.05% 237
2022
Q4 		$814K Sell
19,722
-1,232
-6% -$54.5K 0.06% 229
2022
Q3 		$843K Sell
20,954
-11,631
-36% -$500K 0.06% 235
2022
Q2 		$1.28M Sell
32,585
-478
-1% -$21K 0.09% 207
2022
Q1 		$1.6M Buy
+33,063
New +$1.77M 0.09% 204
2015
Q3 		$24.9M Sell
485,003
-4,022
-0.8% -$221K 0.53% 32
2015
Q2 		$27.5M Buy
489,025
+31,925
+7% +$1.78M 0.59% 32
2015
Q1 		$24.9M Sell
457,100
-6,643
-1% -$359K 0.52% 33
2014
Q4 		$25.4M Sell
463,743
-901
-0.2% -$47.7K 0.56% 36
2014
Q3 		$24.1M Sell
464,644
-7,103
-2% -$365K 0.54% 38
2014
Q2 		$24.8M Sell
471,747
-24,951
-5% -$1.25M 0.54% 42
2014
Q1 		$24.7M Sell
496,698
-2,792
-0.6% -$130K 0.55% 41
2013
Q4 		$22.7M Sell
499,490
-5,829
-1% -$252K 0.48% 56
2013
Q3 		$20.9M Sell
505,319
-26,873
-5% -$1.15M 0.5% 55
2013
Q2 		$22M Buy
+532,192
New +$20.7M 0.58% 44

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

LMCG Investments's WFC Position: Q2 2026 in Review

LMCG Investments reduced its Wells Fargo (WFC) stake by 0.22% in Q2 2026, selling an estimated $2.57K and leaving 14,710 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #161.

LMCG Investments first reported a position in WFC in Q2 2013 and has held it in 28 quarters since. The position peaked at $27.5M in Q2 2015. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • LMCG Investments held 14,710 shares of Wells Fargo worth $1.22M as of Q2 2026.
  • LMCG Investments sold 32 Wells Fargo shares in Q2 2026, an estimated $2.57K.
  • Wells Fargo made up 0.07% of LMCG Investments's portfolio in Q2 2026, its #161 holding.
  • LMCG Investments first reported a position in Wells Fargo in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Wells Fargo position peaked at $27.5M in Q2 2015.
  • 1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.