Louisbourg Investments’s Wells Fargo WFC Stock Holding History

Louisbourg Investments’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	$1.99M	Buy	32,092 +249	+0.8%	+$20K	0.37%	80
2026 Q1	$1.93M	Buy	31,843 +1,060	+3%	+$91K	0.36%	85
2025 Q4	$2.19M	Buy	30,783 +2,039	+7%	+$177K	0.44%	80
2025 Q3	$1.77M	Sell	28,744 -100	-0.3%	-$8.11K	0.39%	77
2025 Q2	$1.73M	Hold	28,844	–	–	0.41%	77
2025 Q1	$1.48M	Sell	28,844 -400	-1%	-$30K	0.4%	77
2024 Q4	$1.47M	Hold	29,244	–	–	0.39%	73
2024 Q3	$1.25M	Hold	29,244	–	–	0.32%	76
2024 Q2	$1.3M	Hold	29,244	–	–	0.37%	74
2024 Q1	$1.29M	Sell	29,244 -78	-0.3%	-$4.08K	0.36%	70
2023 Q4	$1.12M	Buy	+29,322	New	+$1.27M	0.34%	72

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Louisbourg Investments's WFC Position: Q2 2026 in Review

Louisbourg Investments increased its Wells Fargo (WFC) stake by 0.78% in Q2 2026, buying an estimated $20K and bringing the position to 32,092 shares worth $1.99M. The position accounts for 0.37% of the portfolio, ranked #80.

Louisbourg Investments first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.19M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Louisbourg Investments held 32,092 shares of Wells Fargo worth $1.99M as of Q2 2026.
Louisbourg Investments bought 249 Wells Fargo shares in Q2 2026, an estimated $20K.
Wells Fargo made up 0.37% of Louisbourg Investments's portfolio in Q2 2026, its #80 holding.
Louisbourg Investments first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Louisbourg Investments's Wells Fargo position peaked at $2.19M in Q4 2025.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.