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Lebenthal Global Advisors, LLC

SEC CIK
0001845766
Latest filing
Jul 30, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Lebenthal Global Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
10,865
Value
$897.9K
% of portfolio
0.1%
Quarters held
17
Since Q4 2021
Holdings of WFC by Lebenthal Global Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,865$897.9K0.1%−8,397−43.6%ReducedHolders
Q1 202619,262$1.53M0.2%+1,842+10.6%AddedHolders
Q4 202517,420$1.62M0.3%+556+3.3%AddedHolders
Q3 202516,864$1.41M0.2%+439+2.7%AddedHolders
Q2 202516,425$1.32M0.2%+1,135+7.4%AddedHolders
Q1 202515,290$1.10M0.2%+181+1.2%AddedHolders
Q4 202415,109$1.06M0.2%+433+3.0%AddedHolders
Q3 202414,676$829.0K0.2%+228+1.6%AddedHolders
Q2 202414,448$858.1K0.2%−579−3.9%ReducedHolders
Q1 202415,027$871.0K0.2%−3,100−17.1%ReducedHolders
Q4 202318,127$892.2K0.2%−11−0.1%ReducedHolders
Q3 202318,138$741.1K0.2%−414−2.2%ReducedHolders
Q2 202318,552$791.8K0.2%+18,552NewHolders
Q4 20220$00.0%−18,508−100.0%Sold outHolders
Q3 202218,508$744.0K0.3%00.0%UnchangedHolders
Q2 202218,508$724.0K0.4%+5,433+41.6%AddedHolders
Q1 202213,075$633.0K0.3%+4,001+44.1%AddedHolders
Q4 20219,074$435.0K0.2%+9,074NewHolders