LMG Wealth Partners
WFC icon

LMG Wealth Partners’s Wells Fargo WFC Stock Holding History

LMG Wealth Partners’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
Q3 		$3.97M Sell
49,573
-1,713
-3% -$148K 0.64% 53
2026
Q2 		$4.24M Buy
51,286
+1,793
+4% +$144K 0.68% 53
2026
Q1 		$3.94M Buy
49,493
+1,902
+4% +$163K 0.72% 47
2025
Q4 		$4.44M Buy
47,591
+143
+0.3% +$12.4K 0.83% 42
2025
Q3 		$3.98M Sell
47,448
-12
-0% -$973 0.74% 47
2025
Q2 		$3.8M Buy
47,460
+36,840
+347% +$2.66M 0.78% 47
2025
Q1 		$762K Buy
10,620
+44
+0.4% +$3.3K 0.17% 91
2024
Q4 		$743K Buy
10,576
+44
+0.4% +$3K 0.16% 90
2024
Q3 		$595K Buy
10,532
+59
+0.6% +$3.34K 0.14% 88
2024
Q2 		$622K Buy
10,473
+50
+0.5% +$2.95K 0.16% 86
2024
Q1 		$604K Hold
10,423
– – 0.15% 91
2023
Q4 		$513K Buy
10,423
+1,591
+18% +$68.7K 0.14% 74
2023
Q3 		$361K Hold
8,832
– – 0.11% 80
2023
Q2 		$377K Hold
8,832
– – 0.12% 81
2023
Q1 		$330K Hold
8,832
– – 0.11% 85
2022
Q4 		$390K Buy
+8,832
New +$391K 0.13% 81

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LMG Wealth Partners's WFC Position: Q3 2026 in Review

LMG Wealth Partners reduced its Wells Fargo (WFC) stake by 3.3% in Q3 2026, selling an estimated $148K and leaving 49,573 shares worth $3.97M. The position accounts for 0.64% of the portfolio, ranked #53.

LMG Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.44M in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • LMG Wealth Partners held 49,573 shares of Wells Fargo worth $3.97M as of Q3 2026.
  • LMG Wealth Partners sold 1,713 Wells Fargo shares in Q3 2026, an estimated $148K.
  • Wells Fargo made up 0.64% of LMG Wealth Partners's portfolio in Q3 2026, its #53 holding.
  • LMG Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 16 quarters since.
  • LMG Wealth Partners's Wells Fargo position peaked at $4.44M in Q4 2025.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.