Lodestar Private Asset Management’s Wells Fargo WFC Stock Holding History

Lodestar Private Asset Management’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	$1.1M	Buy	13,757 +1,874	+16%	+$161K	0.11%	94
2025 Q4	$1.11M	Sell	11,883 -1,877	-14%	-$163K	0.11%	95
2025 Q3	$1.15M	Sell	13,760 -1,046	-7%	-$84.8K	0.12%	94
2025 Q2	$1.19M	Sell	14,806 -5,797	-28%	-$418K	0.14%	90
2025 Q1	$1.48M	Buy	20,603 +6,245	+43%	+$469K	0.19%	82
2024 Q4	$1.01M	Sell	14,358 -1,824	-11%	-$125K	0.13%	97
2024 Q3	$914K	Sell	16,182 -721	-4%	-$40.8K	0.12%	102
2024 Q2	$1M	Sell	16,903 -1,452	-8%	-$85.7K	0.14%	94
2024 Q1	$1.06M	Buy	18,355 +891	+5%	+$46.6K	0.15%	93
2023 Q4	$860K	Sell	17,464 -5,124	-23%	-$221K	0.13%	99
2023 Q3	$923K	Sell	22,588 -3,654	-14%	-$158K	0.16%	91
2023 Q2	$1.12M	Sell	26,242 -5,839	-18%	-$235K	0.19%	83
2023 Q1	$1.2M	Buy	32,081 +7,000	+28%	+$305K	0.21%	81
2022 Q4	$1.04M	Buy	+25,081	New	+$1.11M	0.2%	83

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

Lodestar Private Asset Management's WFC Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Wells Fargo (WFC) stake by 16% in Q1 2026, buying an estimated $161K and bringing the position to 13,757 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #94.

Lodestar Private Asset Management first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q1 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Lodestar Private Asset Management held 13,757 shares of Wells Fargo worth $1.1M as of Q1 2026.
Lodestar Private Asset Management bought 1,874 Wells Fargo shares in Q1 2026, an estimated $161K.
Wells Fargo made up 0.11% of Lodestar Private Asset Management's portfolio in Q1 2026, its #94 holding.
Lodestar Private Asset Management first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Wells Fargo position peaked at $1.48M in Q1 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.