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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's WFC Position: Q1 2026 in Review

LPL Financial increased its Wells Fargo (WFC) stake by 1.3% in Q1 2026, buying an estimated $3.07M and bringing the position to 2,865,275 shares worth $228M. The position accounts for 0.06% of the portfolio, ranked #307.

LPL Financial first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $264M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

LPL Financial held 2,865,275 shares of Wells Fargo worth $228M as of Q1 2026.
LPL Financial bought 35,795 Wells Fargo shares in Q1 2026, an estimated $3.07M.
Wells Fargo made up 0.06% of LPL Financial's portfolio in Q1 2026, its #307 holding.
LPL Financial first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Wells Fargo position peaked at $264M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.