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Moody Lynn & Lieberson’s Wells Fargo WFC Stock Holding History

Moody Lynn & Lieberson’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 		$4.49M Sell
54,365
-142,131
-72% -$11.4M 0.24% 56
2026
Q1 		$15.6M Buy
196,496
+9,028
+5% +$775K 0.88% 34
2025
Q4 		$17.5M Sell
187,468
-18,371
-9% -$1.59M 0.93% 27
2025
Q3 		$17.3M Buy
205,839
+57,396
+39% +$4.65M 0.93% 28
2025
Q2 		$11.9M Buy
+148,443
New +$10.7M 0.69% 34
2016
Q3 		– Sell
-181,716
Closed -$8.6M – 181
2016
Q2 		$8.6M Sell
181,716
-66,176
-27% -$3.23M 1.54% 23
2016
Q1 		$12M Buy
247,892
+1,833
+0.7% +$89.7K 1.89% 13
2015
Q4 		$13.4M Buy
246,059
+41,643
+20% +$2.26M 2.1% 12
2015
Q3 		$10.5M Sell
204,416
-4,609
-2% -$253K 2.01% 12
2015
Q2 		$11.8M Buy
209,025
+26,800
+15% +$1.49M 1.87% 13
2015
Q1 		$9.91M Sell
182,225
-1,594
-0.9% -$86.1K 1.58% 17
2014
Q4 		$10.1M Sell
183,819
-95,884
-34% -$5.08M 1.44% 23
2014
Q3 		$14.5M Sell
279,703
-45,799
-14% -$2.36M 2.16% 14
2014
Q2 		$17.1M Buy
325,502
+115,733
+55% +$5.82M 2.35% 4
2014
Q1 		$10.4M Buy
209,769
+197,708
+1,639% +$9.21M 1.51% 15
2013
Q4 		$548K Buy
12,061
+439
+4% +$19K 0.07% 129
2013
Q3 		$480K Buy
11,622
+592
+5% +$25.3K 0.07% 127
2013
Q2 		$455K Buy
+11,030
New +$430K 0.08% 113

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Moody Lynn & Lieberson's WFC Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Wells Fargo (WFC) stake by 72% in Q2 2026, selling an estimated $11.4M and leaving 54,365 shares worth $4.49M. The position accounts for 0.24% of the portfolio, ranked #56.

Moody Lynn & Lieberson first reported a position in WFC in Q2 2013 and has held it in 18 quarters since. The position peaked at $17.5M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Moody Lynn & Lieberson held 54,365 shares of Wells Fargo worth $4.49M as of Q2 2026.
  • Moody Lynn & Lieberson sold 142,131 Wells Fargo shares in Q2 2026, an estimated $11.4M.
  • Wells Fargo made up 0.24% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #56 holding.
  • Moody Lynn & Lieberson first reported a position in Wells Fargo in Q2 2013 and has held it in 18 quarters since.
  • Moody Lynn & Lieberson's Wells Fargo position peaked at $17.5M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.