LMR Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $514K | Buy |
+6,225
| New | +$500K | ﹤0.01% | 1179 |
|
|
2023
Q3 | – | Sell |
-714,842
| Closed | -$30.5M | – | 1038 |
|
|
2023
Q2 | $30.5M | Sell |
714,842
-467,352
| -40% | -$18.8M | 0.34% | 67 |
|
|
2023
Q1 | $44.2M | Buy |
1,182,194
+1,159,300
| +5,064% | +$50.5M | 0.68% | 25 |
|
|
2022
Q4 | $945K | Sell |
22,894
-1,226,963
| -98% | -$54.3M | 0.02% | 732 |
|
|
2022
Q3 | $50.3M | Buy |
1,249,857
+1,064,057
| +573% | +$45.7M | 0.92% | 10 |
|
|
2022
Q2 | $7.28M | Sell |
185,800
-1,049,901
| -85% | -$46.1M | 0.12% | 202 |
|
|
2022
Q1 | $59.9M | Buy |
1,235,701
+422,464
| +52% | +$22.6M | 0.7% | 18 |
|
|
2021
Q4 | $39M | Sell |
813,237
-344,569
| -30% | -$17M | 0.4% | 35 |
|
|
2021
Q3 | $53.7M | Buy |
1,157,806
+1,131,016
| +4,222% | +$52.3M | 0.61% | 23 |
|
|
2021
Q2 | $1.21M | Sell |
26,790
-179,980
| -87% | -$8.04M | 0.02% | 479 |
|
|
2021
Q1 | $8.08M | Buy |
+206,770
| New | +$7.32M | 0.2% | 102 |
|
|
2020
Q1 | – | Sell |
-102,456
| Closed | -$5.51M | – | 455 |
|
|
2019
Q4 | $5.51M | Buy |
102,456
+70,804
| +224% | +$3.71M | 0.01% | 77 |
|
|
2019
Q3 | $1.6M | Buy |
+31,652
| New | +$1.49M | 0.08% | 122 |
|
|
2019
Q2 | – | Sell |
-48,117
| Closed | -$2.33M | – | 592 |
|
|
2019
Q1 | $2.33M | Buy |
+48,117
| New | +$2.37M | 0.12% | 111 |
|
|
2017
Q3 | – | Sell |
-38,423
| Closed | -$2.13M | – | 563 |
|
|
2017
Q2 | $2.13M | Buy |
38,423
+15,900
| +71% | +$852K | 0.13% | 156 |
|
|
2017
Q1 | $1.25M | Buy |
+22,523
| New | +$1.28M | 0.12% | 105 |
|
|
2016
Q2 | – | Sell |
-29,273
| Closed | -$1.42M | – | 598 |
|
|
2016
Q1 | $1.42M | Buy |
+29,273
| New | +$1.43M | 0.15% | 130 |
|
|
2015
Q4 | – | Sell |
-28,727
| Closed | -$1.48M | – | 357 |
|
|
2015
Q3 | $1.48M | Buy |
28,727
+24,830
| +637% | +$1.37M | 0.16% | 135 |
|
|
2015
Q2 | $219K | Buy |
+3,897
| New | +$217K | 0.03% | 392 |
|
|
2015
Q1 | – | Sell |
-18,980
| Closed | -$1.04M | – | 450 |
|
|
2014
Q4 | $1.04M | Sell |
18,980
-30,022
| -61% | -$1.59M | 0.14% | 201 |
|
|
2014
Q3 | $2.54M | Sell |
49,002
-86,057
| -64% | -$4.43M | 0.2% | 90 |
|
|
2014
Q2 | $7.1M | Buy |
+135,059
| New | +$6.79M | 0.59% | 35 |
|
Other funds holding WFC
LMR Partners's WFC Position: Q2 2026 in Review
LMR Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 6,225 shares worth $514K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: LMR Partners previously reported a position in WFC as recently as Q2 2023.
LMR Partners first reported a position in WFC in Q2 2014 and has held it in 22 quarters since. The position peaked at $59.9M in Q1 2022. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- LMR Partners held 6,225 shares of Wells Fargo worth $514K as of Q2 2026.
- Wells Fargo was a new LMR Partners position in Q2 2026.
- Wells Fargo made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1179 holding.
- LMR Partners first reported a position in Wells Fargo in Q2 2014 and has held it in 22 quarters since.
- LMR Partners's Wells Fargo position peaked at $59.9M in Q1 2022.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.