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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RD Lewis Holdings's WFC Position: Q1 2026 in Review

RD Lewis Holdings held its Wells Fargo (WFC) position steady in Q1 2026 at 8,255 shares worth $710K. The position accounts for 0.62% of the portfolio, ranked #45.

RD Lewis Holdings first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $762K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • RD Lewis Holdings held 8,255 shares of Wells Fargo worth $710K as of Q1 2026.
  • RD Lewis Holdings left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.62% of RD Lewis Holdings's portfolio in Q1 2026, its #45 holding.
  • RD Lewis Holdings first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Wells Fargo position peaked at $762K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.