Lodestar Private Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Lodestar Private Asset Management's WFC Position: Q2 2026 in Review
Lodestar Private Asset Management reduced its Wells Fargo (WFC) stake by 9.7% in Q2 2026, selling an estimated $108K and leaving 12,419 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #115.
Lodestar Private Asset Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Lodestar Private Asset Management held 12,419 shares of Wells Fargo worth $1.03M as of Q2 2026.
- Lodestar Private Asset Management sold 1,338 Wells Fargo shares in Q2 2026, an estimated $108K.
- Wells Fargo made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #115 holding.
- Lodestar Private Asset Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
- Lodestar Private Asset Management's Wells Fargo position peaked at $1.48M in Q1 2025.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.