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Lountzis Asset Management’s Wells Fargo WFC Stock Holding History

Lountzis 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
Q2 		$19.9M Sell
241,030
-4,001
-2% -$322K 6.3% 3
2026
Q1 		$19.5M Sell
245,031
-643
-0.3% -$55.2K 7.15% 3
2025
Q4 		$22.9M Sell
245,674
-2,403
-1% -$209K 8.13% 3
2025
Q3 		$20.8M Sell
248,077
-1,351
-0.5% -$110K 6.79% 5
2025
Q2 		$20M Hold
249,428
– – 7.04% 3
2025
Q1 		$17.3M Sell
249,428
-2,371
-0.9% -$178K 6.54% 4
2024
Q4 		$17.7M Sell
251,799
-1,243
-0.5% -$84.9K 7.49% 3
2024
Q3 		$14.3M Buy
253,042
+809
+0.3% +$45.8K 5.94% 4
2024
Q2 		$15M Sell
252,233
-338
-0.1% -$20K 7% 4
2024
Q1 		$14.6M Sell
252,571
-170
-0.1% -$8.89K 6.93% 4
2023
Q4 		$12.4M Sell
252,741
-1,742
-0.7% -$75.2K 6.79% 4
2023
Q3 		$10.4M Sell
254,483
-50
-0% -$2.16K 5.81% 5
2023
Q2 		$11.2M Sell
254,533
-6,272
-2% -$252K 6.19% 3
2023
Q1 		$9.75M Buy
260,805
+1,493
+0.6% +$65.1K 5.77% 4
2022
Q4 		$12.4M Sell
259,312
-10,548
-4% -$467K 7.47% 3
2022
Q3 		$10.9M Sell
269,860
-1,329
-0.5% -$57.1K 7.37% 2
2022
Q2 		$10.6M Buy
271,189
+20,336
+8% +$892K 7.11% 3
2022
Q1 		$12.2M Sell
250,853
-111
-0% -$5.94K 6.75% 3
2021
Q4 		$12M Sell
250,964
-9,792
-4% -$482K 6.88% 4
2021
Q3 		$12.1M Sell
260,756
-84
-0% -$3.89K 7.54% 3
2021
Q2 		$11.8M Buy
260,840
+810
+0.3% +$36.2K 7.2% 3
2021
Q1 		$10.2M Sell
260,030
-3,798
-1% -$134K 6.76% 4
2020
Q4 		$7.96M Sell
263,828
-20,450
-7% -$529K 5.84% 6
2020
Q3 		$6.68M Buy
284,278
+11,000
+4% +$271K 5.75% 6
2020
Q2 		$7M Buy
+273,278
New +$7.48M 6.63% 6

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lountzis Asset Management's WFC Position: Q2 2026 in Review

Lountzis Asset Management reduced its Wells Fargo (WFC) stake by 1.6% in Q2 2026, selling an estimated $322K and leaving 241,030 shares worth $19.9M. The position accounts for 6.3% of the portfolio, ranked #3.

Lountzis Asset Management first reported a position in WFC in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.9M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Lountzis Asset Management held 241,030 shares of Wells Fargo worth $19.9M as of Q2 2026.
  • Lountzis Asset Management sold 4,001 Wells Fargo shares in Q2 2026, an estimated $322K.
  • Wells Fargo made up 6.3% of Lountzis Asset Management's portfolio in Q2 2026, its #3 holding.
  • Lountzis Asset Management first reported a position in Wells Fargo in Q2 2020 and has held it in 25 quarters since.
  • Lountzis Asset Management's Wells Fargo position peaked at $22.9M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.