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LVW Advisors’s Wells Fargo WFC Stock Holding History

LVW 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 		$1.27M Buy
15,383
+2,271
+17% +$183K 0.11% 112
2026
Q1 		$1.04M Buy
13,112
+2,615
+25% +$225K 0.1% 115
2025
Q4 		$978K Buy
10,497
+1,767
+20% +$153K 0.1% 103
2025
Q3 		$732K Buy
8,730
+1,512
+21% +$123K 0.07% 139
2025
Q2 		$578K Buy
7,218
+461
+7% +$33.2K 0.06% 175
2025
Q1 		$485K Sell
6,757
-185
-3% -$13.9K 0.06% 176
2024
Q4 		$488K Sell
6,942
-1,289
-16% -$88K 0.06% 194
2024
Q3 		$465K Sell
8,231
-418
-5% -$23.6K 0.06% 199
2024
Q2 		$514K Sell
8,649
-561
-6% -$33.1K 0.08% 169
2024
Q1 		$534K Buy
9,210
+58
+0.6% +$3.04K 0.09% 162
2023
Q4 		$450K Sell
9,152
-553
-6% -$23.9K 0.08% 168
2023
Q3 		$397K Sell
9,705
-283
-3% -$12.2K 0.08% 151
2023
Q2 		$426K Hold
9,988
– – 0.08% 142
2023
Q1 		$373K Buy
9,988
+102
+1% +$4.45K 0.07% 166
2022
Q4 		$408K Buy
9,886
+1,928
+24% +$85.3K 0.08% 161
2022
Q3 		$320K Buy
7,958
+853
+12% +$36.6K 0.07% 169
2022
Q2 		$278K Sell
7,105
-77
-1% -$3.38K 0.06% 193
2022
Q1 		$348K Buy
7,182
+525
+8% +$28.1K 0.06% 177
2021
Q4 		$319K Sell
6,657
-1,266
-16% -$62.3K 0.05% 189
2021
Q3 		$368K Buy
7,923
+1,105
+16% +$51.1K 0.06% 181
2021
Q2 		$309K Buy
+6,818
New +$304K 0.05% 184
2020
Q4 		– Sell
-8,743
Closed -$206K – 218
2020
Q3 		$206K Sell
8,743
-76,476
-90% -$1.88M 0.05% 189
2020
Q2 		$2.18M Sell
85,219
-25,170
-23% -$689K 0.53% 49
2020
Q1 		$3.17M Buy
110,389
+33,987
+44% +$1.44M 0.84% 35
2019
Q4 		$4.11M Buy
76,402
+229
+0.3% +$12K 0.93% 26
2019
Q3 		$3.84M Buy
76,173
+19,221
+34% +$905K 0.95% 23
2019
Q2 		$2.69M Sell
56,952
-11,650
-17% -$545K 0.75% 39
2019
Q1 		$3.31M Buy
68,602
+9,995
+17% +$492K 0.88% 30
2018
Q4 		$2.7M Sell
58,607
-26,104
-31% -$1.34M 0.91% 35
2018
Q3 		$4.45M Buy
84,711
+358
+0.4% +$20.4K 1.25% 17
2018
Q2 		$4.68M Buy
84,353
+3,172
+4% +$170K 1.48% 12
2018
Q1 		$4.25M Sell
81,181
-3,023
-4% -$180K 1.32% 16
2017
Q4 		$5.11M Buy
84,204
+9,286
+12% +$524K 1.49% 13
2017
Q3 		$4.13M Buy
74,918
+20,714
+38% +$1.1M 1.64% 12
2017
Q2 		$3M Sell
54,204
-562
-1% -$30.1K 1.06% 17
2017
Q1 		$3.05M Sell
54,766
-5,461
-9% -$310K 1.09% 19
2016
Q4 		$3.32M Sell
60,227
-52
-0.1% -$2.62K 1.16% 17
2016
Q3 		$2.67M Buy
60,279
+10,147
+20% +$486K 0.87% 29
2016
Q2 		$2.37M Buy
50,132
+32,925
+191% +$1.61M 0.89% 31
2016
Q1 		$832K Sell
17,207
-2,192
-11% -$107K 0.27% 53
2015
Q4 		$1.05M Sell
19,399
-2,163
-10% -$117K 0.41% 46
2015
Q3 		$1.11M Buy
21,562
+4,059
+23% +$223K 0.51% 45
2015
Q2 		$866K Buy
17,503
+5,211
+42% +$291K 0.37% 54
2015
Q1 		$669K Buy
12,292
+5,432
+79% +$294K 0.32% 58
2014
Q4 		$376K Buy
+6,860
New +$363K 0.21% 94

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LVW Advisors's WFC Position: Q2 2026 in Review

LVW Advisors increased its Wells Fargo (WFC) stake by 17% in Q2 2026, buying an estimated $183K and bringing the position to 15,383 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #112.

LVW Advisors first reported a position in WFC in Q4 2014 and has held it in 45 quarters since. The position peaked at $5.11M in Q4 2017. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • LVW Advisors held 15,383 shares of Wells Fargo worth $1.27M as of Q2 2026.
  • LVW Advisors bought 2,271 Wells Fargo shares in Q2 2026, an estimated $183K.
  • Wells Fargo made up 0.11% of LVW Advisors's portfolio in Q2 2026, its #112 holding.
  • LVW Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 45 quarters since.
  • LVW Advisors's Wells Fargo position peaked at $5.11M in Q4 2017.
  • 1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.