LRI Investments’s Wells Fargo WFC Stock Holding History

LRI 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	$2.15M	Buy	26,002 +1,449	+6%	+$116K	0.17%	70
2026 Q1	$1.95M	Sell	24,553 -1,535	-6%	-$132K	0.17%	71
2025 Q4	$2.43M	Sell	26,088 -196	-0.7%	-$17K	0.2%	56
2025 Q3	$2.2M	Buy	26,284 +18,628	+243%	+$1.51M	0.18%	58
2025 Q2	$613K	Buy	7,656 +966	+14%	+$69.7K	0.05%	156
2025 Q1	$480K	Sell	6,690 -246	-4%	-$18.5K	0.05%	168
2024 Q4	$487K	Sell	6,936 -257	-4%	-$17.5K	0.05%	141
2024 Q3	$524K	Sell	7,193 -929	-11%	-$52.5K	0.05%	143
2024 Q2	$482K	Buy	8,122 +3,437	+73%	+$203K	0.05%	114
2024 Q1	$272K	Buy	+4,685	New	+$245K	0.07%	115

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

LRI Investments's WFC Position: Q2 2026 in Review

LRI Investments increased its Wells Fargo (WFC) stake by 5.9% in Q2 2026, buying an estimated $116K and bringing the position to 26,002 shares worth $2.15M. The position accounts for 0.17% of the portfolio, ranked #70.

LRI Investments first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.43M in Q4 2025. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

LRI Investments held 26,002 shares of Wells Fargo worth $2.15M as of Q2 2026.
LRI Investments bought 1,449 Wells Fargo shares in Q2 2026, an estimated $116K.
Wells Fargo made up 0.17% of LRI Investments's portfolio in Q2 2026, its #70 holding.
LRI Investments first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Wells Fargo position peaked at $2.43M in Q4 2025.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.