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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lountzis Asset Management's WFC Position: Q1 2026 in Review

Lountzis Asset Management reduced its Wells Fargo (WFC) stake by 0.26% in Q1 2026, selling an estimated $55.2K and leaving 245,031 shares worth $19.5M. The position accounts for 7.15% of the portfolio, ranked #3.

Lountzis Asset Management first reported a position in WFC in Q2 2020 and has held it in 24 quarters since. The position peaked at $22.9M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Lountzis Asset Management held 245,031 shares of Wells Fargo worth $19.5M as of Q1 2026.
  • Lountzis Asset Management sold 643 Wells Fargo shares in Q1 2026, an estimated $55.2K.
  • Wells Fargo made up 7.15% of Lountzis Asset Management's portfolio in Q1 2026, its #3 holding.
  • Lountzis Asset Management first reported a position in Wells Fargo in Q2 2020 and has held it in 24 quarters since.
  • Lountzis Asset Management's Wells Fargo position peaked at $22.9M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.