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Lynch & Associates’s Wells Fargo WFC Stock Holding History

Lynch & Associates’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 		$592K Sell
7,158
-5
-0.1% -$402 0.1% 103
2026
Q1 		$570K Buy
7,163
+450
+7% +$38.7K 0.11% 97
2025
Q4 		$626K Hold
6,713
– – 0.12% 94
2025
Q3 		$563K Sell
6,713
-16
-0.2% -$1.3K 0.11% 97
2025
Q2 		$539K Buy
6,729
+135
+2% +$9.73K 0.11% 96
2025
Q1 		$473K Sell
6,594
-12
-0.2% -$901 0.1% 95
2024
Q4 		$464K Sell
6,606
-647
-9% -$44.2K 0.1% 95
2024
Q3 		$410K Hold
7,253
– – 0.09% 97
2024
Q2 		$431K Hold
7,253
– – 0.1% 96
2024
Q1 		$420K Sell
7,253
-25
-0.3% -$1.31K 0.1% 95
2023
Q4 		$358K Sell
7,278
-181
-2% -$7.81K 0.09% 96
2023
Q3 		$305K Buy
7,459
+334
+5% +$14.4K 0.08% 96
2023
Q2 		$304K Hold
7,125
– – 0.08% 93
2023
Q1 		$266K Sell
7,125
-39
-0.5% -$1.7K 0.07% 96
2022
Q4 		$296K Hold
7,164
– – 0.08% 93
2022
Q3 		$288K Hold
7,164
– – 0.08% 89
2022
Q2 		$281K Hold
7,164
– – 0.08% 91
2022
Q1 		$347K Hold
7,164
– – 0.08% 91
2021
Q4 		$344K Sell
7,164
-2,675
-27% -$132K 0.08% 90
2021
Q3 		$457K Sell
9,839
-305
-3% -$14.1K 0.12% 88
2021
Q2 		$459K Sell
10,144
-612
-6% -$27.3K 0.12% 86
2021
Q1 		$420K Buy
10,756
+1
+0% +$35 0.11% 90
2020
Q4 		$325K Sell
10,755
-550
-5% -$14.2K 0.09% 93
2020
Q3 		$266K Sell
11,305
-123,604
-92% -$3.05M 0.08% 92
2020
Q2 		$3.45M Sell
134,909
-29,147
-18% -$797K 1.12% 29
2020
Q1 		$4.71M Buy
164,056
+36,691
+29% +$1.56M 1.73% 18
2019
Q4 		$6.85M Buy
127,365
+4,835
+4% +$253K 1.97% 14
2019
Q3 		$6.18M Buy
122,530
+5,578
+5% +$263K 1.89% 18
2019
Q2 		$5.53M Sell
116,952
-6,273
-5% -$293K 1.8% 23
2019
Q1 		$5.95M Sell
123,225
-1,820
-1% -$89.5K 1.97% 19
2018
Q4 		$5.76M Sell
125,045
-13,177
-10% -$675K 2.15% 16
2018
Q3 		$7.26M Buy
138,222
+5,971
+5% +$341K 2.45% 12
2018
Q2 		$7.33M Buy
132,251
+8,864
+7% +$475K 2.66% 10
2018
Q1 		$6.47M Sell
123,387
-278
-0.2% -$16.5K 2.47% 10
2017
Q4 		$7.5M Buy
123,665
+2,740
+2% +$155K 2.81% 9
2017
Q3 		$6.67M Buy
120,925
+3,943
+3% +$210K 2.65% 9
2017
Q2 		$6.48M Buy
116,982
+3,308
+3% +$177K 2.56% 8
2017
Q1 		$6.33M Buy
113,674
+5,147
+5% +$292K 2.58% 11
2016
Q4 		$5.98M Buy
108,527
+7,404
+7% +$372K 2.52% 11
2016
Q3 		$4.48M Buy
101,123
+583
+0.6% +$27.9K 1.97% 13
2016
Q2 		$4.76M Buy
100,540
+6,153
+7% +$300K 2.13% 12
2016
Q1 		$4.57M Buy
94,387
+1,213
+1% +$59.4K 2.17% 11
2015
Q4 		$5.07M Buy
93,174
+622
+0.7% +$33.8K 2.6% 9
2015
Q3 		$4.75M Buy
92,552
+83
+0.1% +$4.56K 2.63% 9
2015
Q2 		$5.2M Buy
92,469
+2,813
+3% +$157K 2.71% 7
2015
Q1 		$4.88M Buy
89,656
+2,752
+3% +$149K 2.57% 10
2014
Q4 		$4.76M Buy
86,904
+3,312
+4% +$175K 2.56% 10
2014
Q3 		$4.34M Buy
83,592
+1,908
+2% +$98.1K 2.44% 11
2014
Q2 		$4.29M Buy
81,684
+789
+1% +$39.7K 2.45% 10
2014
Q1 		$4.02M Buy
80,895
+3,977
+5% +$185K 2.37% 11
2013
Q4 		$3.49M Buy
76,918
+9,584
+14% +$414K 2.09% 11
2013
Q3 		$2.78M Buy
67,334
+2,977
+5% +$127K 1.86% 15
2013
Q2 		$2.66M Buy
+64,357
New +$2.51M 1.84% 16

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Lynch & Associates's WFC Position: Q2 2026 in Review

Lynch & Associates reduced its Wells Fargo (WFC) stake by 0.07% in Q2 2026, selling an estimated $402 and leaving 7,158 shares worth $592K. The position accounts for 0.1% of the portfolio, ranked #103.

Lynch & Associates first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.5M in Q4 2017. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Lynch & Associates held 7,158 shares of Wells Fargo worth $592K as of Q2 2026.
  • Lynch & Associates sold 5 Wells Fargo shares in Q2 2026, an estimated $402.
  • Wells Fargo made up 0.1% of Lynch & Associates's portfolio in Q2 2026, its #103 holding.
  • Lynch & Associates first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Wells Fargo position peaked at $7.5M in Q4 2017.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.