Lodestone Wealth Management’s Wells Fargo WFC Stock Holding History

Lodestone Wealth 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 Q2	$110K	Sell	1,332 -258	-16%	-$20.7K	0.04%	228
2026 Q1	$127K	Sell	1,590 -142	-8%	-$12.2K	0.05%	198
2025 Q4	$161K	Buy	+1,732	New	+$150K	0.07%	185
2023 Q3	–	Sell	-4,866	Closed	-$208K	–	135
2023 Q2	$208K	Buy	+4,866	New	+$196K	0.14%	128

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lodestone Wealth Management's WFC Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $20.7K and leaving 1,332 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #228.

Lodestone Wealth Management first reported a position in WFC in Q2 2023 and has held it in 4 quarters since. The position peaked at $208K in Q2 2023. 2,855 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lodestone Wealth Management held 1,332 shares of Wells Fargo worth $110K as of Q2 2026.
Lodestone Wealth Management sold 258 Wells Fargo shares in Q2 2026, an estimated $20.7K.
Wells Fargo made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #228 holding.
Lodestone Wealth Management first reported a position in Wells Fargo in Q2 2023 and has held it in 4 quarters since.
Lodestone Wealth Management's Wells Fargo position peaked at $208K in Q2 2023.
2,855 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.