LS Investment Advisors’s Wells Fargo WFC Stock Holding History

LS Investment Advisors’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	$1.67M	Hold	20,213	–	–	0.23%	63
2026 Q1	$1.61M	Sell	20,213 -94	-0.5%	-$8.07K	0.24%	61
2025 Q4	$1.89M	Buy	20,307 +94	+0.5%	+$8.16K	0.27%	53
2025 Q3	$1.69M	Hold	20,213	–	–	0.24%	54
2025 Q2	$1.62M	Hold	20,213	–	–	0.24%	62
2025 Q1	$1.45M	Hold	20,213	–	–	0.22%	67
2024 Q4	$1.42M	Hold	20,213	–	–	0.21%	67
2024 Q3	$1.14M	Hold	20,213	–	–	0.17%	77
2024 Q2	$1.2M	Hold	20,213	–	–	0.19%	76
2024 Q1	$1.17M	Hold	20,213	–	–	0.19%	76
2023 Q4	$995K	Hold	20,213	–	–	0.17%	78
2023 Q3	$826K	Hold	20,213	–	–	0.16%	77
2023 Q2	$863K	Hold	20,213	–	–	0.15%	76
2023 Q1	$756K	Hold	20,213	–	–	0.14%	83
2022 Q4	$835K	Hold	20,213	–	–	0.16%	72
2022 Q3	$813K	Hold	20,213	–	–	0.17%	69
2022 Q2	$792K	Hold	20,213	–	–	0.15%	72
2022 Q1	$980K	Hold	20,213	–	–	0.16%	70
2021 Q4	$970K	Sell	20,213 -33,011	-62%	-$1.63M	0.15%	72
2021 Q3	$2.47M	Sell	53,224 -1,470	-3%	-$68K	0.32%	54
2021 Q2	$2.48M	Sell	54,694 -109,982	-67%	-$4.91M	0.31%	57
2021 Q1	$6.43M	Sell	164,676 -3,051	-2%	-$108K	0.36%	66
2020 Q4	$5.06M	Sell	167,727 -17,038	-9%	-$441K	0.27%	99
2020 Q3	$4.34M	Buy	184,765 +7,444	+4%	+$183K	0.25%	105
2020 Q2	$4.54M	Buy	177,321 +48,214	+37%	+$1.32M	0.28%	88
2020 Q1	$3.71M	Sell	129,107 -49,730	-28%	-$2.11M	0.27%	91
2019 Q4	$9.62M	Sell	178,837 -21,349	-11%	-$1.12M	0.52%	39
2019 Q3	$10.1M	Sell	200,186 -2,587	-1%	-$122K	0.59%	37
2019 Q2	$9.6M	Buy	202,773 +21,350	+12%	+$998K	0.58%	38
2019 Q1	$8.77M	Sell	181,423 -13,312	-7%	-$655K	0.55%	42
2018 Q4	$8.97M	Sell	194,735 -13,815	-7%	-$708K	0.62%	38
2018 Q3	$11M	Sell	208,550 -1,389	-0.7%	-$79.3K	0.63%	37
2018 Q2	$11.6M	Sell	209,939 -2,268	-1%	-$122K	0.7%	31
2018 Q1	$11.1M	Sell	212,207 -3,739	-2%	-$222K	0.66%	34
2017 Q4	$13.1M	Sell	215,946 -4,070	-2%	-$230K	0.76%	28
2017 Q3	$12.1M	Buy	220,016 +134	+0.1%	+$7.12K	0.72%	28
2017 Q2	$12.2M	Buy	219,882 +3,663	+2%	+$196K	0.74%	28
2017 Q1	$12M	Sell	216,219 -224,199	-51%	-$12.7M	0.77%	27
2016 Q4	$24.3M	Buy	440,418 +1,147	+0.3%	+$57.7K	1.71%	2
2016 Q3	$19.5M	Sell	439,271 -8,838	-2%	-$423K	1.43%	6
2016 Q2	$21.2M	Buy	448,109 +5,227	+1%	+$255K	1.47%	5
2016 Q1	$21.4M	Sell	442,882 -1,572	-0.4%	-$77K	1.6%	3
2015 Q4	$24.2M	Buy	444,454 +22,412	+5%	+$1.22M	1.87%	2
2015 Q3	$21.7M	Sell	422,042 -6,978	-2%	-$384K	1.74%	2
2015 Q2	$24.1M	Sell	429,020 -1,677	-0.4%	-$93.5K	1.79%	2
2015 Q1	$23.4M	Buy	430,697 +14,574	+4%	+$788K	1.79%	2
2014 Q4	$22.8M	Buy	416,123 +5,334	+1%	+$282K	1.85%	2
2014 Q3	$21.3M	Buy	410,789 +14,702	+4%	+$756K	1.83%	2
2014 Q2	$20.8M	Sell	396,087 -21,900	-5%	-$1.1M	1.77%	2
2014 Q1	$20.8M	Buy	417,987 +30,540	+8%	+$1.42M	1.7%	3
2013 Q4	$17.6M	Buy	387,447 +40,872	+12%	+$1.77M	1.59%	9
2013 Q3	$14.3M	Buy	346,575 +6,618	+2%	+$282K	1.72%	11
2013 Q2	$14M	Buy	+339,957	New	+$13.2M	1.8%	13

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

LS Investment Advisors's WFC Position: Q2 2026 in Review

LS Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 20,213 shares worth $1.67M. The position accounts for 0.23% of the portfolio, ranked #63.

LS Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.3M in Q4 2016. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

LS Investment Advisors held 20,213 shares of Wells Fargo worth $1.67M as of Q2 2026.
LS Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.23% of LS Investment Advisors's portfolio in Q2 2026, its #63 holding.
LS Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
LS Investment Advisors's Wells Fargo position peaked at $24.3M in Q4 2016.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.