LPL Financial’s Wells Fargo WFC Stock Holding History

LPL Financial’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	$578K	Sell	7,000 -3,300	-32%	-$265K	﹤0.01%	4900
2026 Q1	$820K	Buy	10,300 +6,800	+194%	+$584K	﹤0.01%	4351
2025 Q4	$326K	Sell	3,500 -500	-13%	-$43.4K	﹤0.01%	5084
2025 Q3	$335K	Sell	4,000 -2,400	-38%	-$195K	﹤0.01%	4966
2025 Q2	$513K	Buy	+6,400	New	+$461K	﹤0.01%	4370
2024 Q3	–	Sell	-27,300	Closed	-$1.62M	–	5292
2024 Q2	$1.62M	Buy	+27,300	New	+$1.61M	﹤0.01%	2799
2023 Q3	–	Sell	-5,500	Closed	-$235K	–	4806
2023 Q2	$235K	Buy	+5,500	New	+$221K	﹤0.01%	4039

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

LPL Financial's WFC Position: Q2 2026 in Review

LPL Financial reduced its Wells Fargo (WFC) stake by 0.9% in Q2 2026, selling an estimated $2.08M and leaving 2,839,414 shares worth $235M. The position accounts for 0.05% of the portfolio, ranked #349.

LPL Financial first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $264M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

LPL Financial held 2,839,414 shares of Wells Fargo worth $235M as of Q2 2026.
LPL Financial sold 25,861 Wells Fargo shares in Q2 2026, an estimated $2.08M.
Wells Fargo made up 0.05% of LPL Financial's portfolio in Q2 2026, its #349 holding.
LPL Financial first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
LPL Financial's Wells Fargo position peaked at $264M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.