Salomon & Ludwin
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Salomon & Ludwin’s Wells Fargo WFC Stock Holding History

Salomon & Ludwin’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
Q3 		$501K Sell
6,263
-81
-1% -$7.01K 0.04% 113
2026
Q2 		$545K Sell
6,344
-32
-0.5% -$2.57K 0.04% 116
2026
Q1 		$514K Sell
6,376
-175
-3% -$15K 0.05% 115
2025
Q4 		$631K Sell
6,551
-54
-0.8% -$4.69K 0.06% 104
2025
Q3 		$533K Buy
6,605
+1,809
+38% +$147K 0.05% 115
2025
Q2 		$395K Sell
4,796
-353
-7% -$25.5K 0.04% 121
2025
Q1 		$370K Hold
5,149
– – 0.04% 112
2024
Q4 		$362K Sell
5,149
-107
-2% -$7.3K 0.04% 116
2024
Q3 		$297K Buy
5,256
+399
+8% +$22.6K 0.03% 131
2024
Q2 		$288K Sell
4,857
-324
-6% -$19.1K 0.03% 133
2024
Q1 		$300K Sell
5,181
-68
-1% -$3.56K 0.03% 154
2023
Q4 		$214K Hold
5,249
– – 0.02% 169
2023
Q3 		$214K Sell
5,249
-501
-9% -$21.6K 0.02% 169
2023
Q2 		$245K Sell
5,750
-1
-0% -$40 0.03% 160
2023
Q1 		$215K Sell
5,751
-143
-2% -$6.23K 0.03% 157
2022
Q4 		$243K Buy
5,894
+813
+16% +$36K 0.03% 149
2022
Q3 		$204K Buy
+5,081
New +$218K 0.03% 142
2021
Q4 		– Sell
-5,002
Closed -$232K – 115
2021
Q3 		$232K Buy
5,002
+579
+13% +$26.8K 0.04% 92
2021
Q2 		$200K Buy
+4,423
New +$198K 0.03% 79
2020
Q2 		– Sell
-26
Closed -$1K – 222
2020
Q1 		$1K Hold
26
– – ﹤0.01% 219
2019
Q4 		$1K Hold
26
– – ﹤0.01% 230
2019
Q3 		$1K Hold
26
– – ﹤0.01% 205
2019
Q2 		$1K Sell
26
-3,453
-99% -$161K ﹤0.01% 206
2019
Q1 		$168K Buy
3,479
+3,106
+833% +$153K 0.03% 45
2018
Q4 		$17K Buy
+373
New +$19.1K ﹤0.01% 131

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Salomon & Ludwin's WFC Position: Q3 2026 in Review

Salomon & Ludwin reduced its Wells Fargo (WFC) stake by 1.3% in Q3 2026, selling an estimated $7.01K and leaving 6,263 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #113.

Salomon & Ludwin first reported a position in WFC in Q4 2018 and has held it in 25 quarters since. The position peaked at $631K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Salomon & Ludwin held 6,263 shares of Wells Fargo worth $501K as of Q3 2026.
  • Salomon & Ludwin sold 81 Wells Fargo shares in Q3 2026, an estimated $7.01K.
  • Wells Fargo made up 0.04% of Salomon & Ludwin's portfolio in Q3 2026, its #113 holding.
  • Salomon & Ludwin first reported a position in Wells Fargo in Q4 2018 and has held it in 25 quarters since.
  • Salomon & Ludwin's Wells Fargo position peaked at $631K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.