Lugano Financial Advisors SA (LFA)’s Wells Fargo WFC Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$50.6K	Hold	635	–	–	0.03%	150
2025 Q4	$59.2K	Hold	635	–	–	0.03%	142
2025 Q3	$53.2K	Hold	635	–	–	0.03%	138
2025 Q2	$50.9K	Buy	635 +258	+68%	+$18.6K	0.03%	137
2025 Q1	$27.1K	Sell	377 -472	-56%	-$35.4K	0.02%	154
2024 Q4	$59.6K	Hold	849	–	–	0.04%	138
2024 Q3	$48K	Buy	849 +203	+31%	+$11.5K	0.03%	146
2024 Q2	$38.4K	Buy	646 +565	+698%	+$33.4K	0.03%	141
2024 Q1	$4.7K	Hold	81	–	–	﹤0.01%	158
2023 Q4	$3.99K	Buy	+81	New	+$3.5K	﹤0.01%	167
2023 Q3	–	Sell	-2,131	Closed	-$91K	–	212
2023 Q2	$91K	Hold	2,131	–	–	0.06%	106
2023 Q1	$79.7K	Sell	2,131 -3,721	-64%	-$162K	0.06%	76
2022 Q4	$242K	Sell	5,852 -5,852	-50%	-$259K	0.18%	52
2022 Q3	$471K	Buy	11,704 +5,852	+100%	+$251K	0.37%	45
2022 Q2	$229K	Hold	5,852	–	–	0.16%	55
2022 Q1	$285K	Hold	5,852	–	–	0.19%	54
2021 Q4	$281K	Hold	5,852	–	–	0.16%	57
2021 Q3	$272K	Buy	+5,852	New	+$271K	0.18%	56

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

Lugano Financial Advisors SA (LFA)'s WFC Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Wells Fargo (WFC) position steady in Q1 2026 at 635 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #150.

Lugano Financial Advisors SA (LFA) first reported a position in WFC in Q3 2021 and has held it in 18 quarters since. The position peaked at $471K in Q3 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 635 shares of Wells Fargo worth $50.6K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #150 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Wells Fargo in Q3 2021 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s Wells Fargo position peaked at $471K in Q3 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.