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RD Lewis Holdings’s Wells Fargo WFC Stock Holding History

RD Lewis Holdings’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 		$988K Buy
11,305
+3,050
+37% +$245K 0.73% 44
2026
Q1 		$710K Hold
8,255
– – 0.62% 45
2025
Q4 		$762K Buy
8,255
+1,862
+29% +$162K 0.65% 44
2025
Q3 		$551K Sell
6,393
-475
-7% -$38.5K 0.52% 50
2025
Q2 		$529K Buy
6,868
+550
+9% +$39.7K 0.53% 48
2025
Q1 		$466K Buy
6,318
+350
+6% +$26.3K 0.53% 49
2024
Q4 		$481K Buy
+5,968
New +$407K 0.53% 48

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RD Lewis Holdings's WFC Position: Q2 2026 in Review

RD Lewis Holdings increased its Wells Fargo (WFC) stake by 37% in Q2 2026, buying an estimated $245K and bringing the position to 11,305 shares worth $988K. The position accounts for 0.73% of the portfolio, ranked #44.

RD Lewis Holdings first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • RD Lewis Holdings held 11,305 shares of Wells Fargo worth $988K as of Q2 2026.
  • RD Lewis Holdings bought 3,050 Wells Fargo shares in Q2 2026, an estimated $245K.
  • Wells Fargo made up 0.73% of RD Lewis Holdings's portfolio in Q2 2026, its #44 holding.
  • RD Lewis Holdings first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.