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Livermore
Livermore
ZHEN

Lakeside Advisors, INC.

SEC CIK
0001913467
Latest filing
Jul 31, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Lakeside Advisors, INC., 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)
7,125
Value
$588.8K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of WFC by Lakeside Advisors, INC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,125$588.8K0.4%−200−2.7%ReducedHolders
Q1 20267,325$583.1K0.4%−200−2.7%ReducedHolders
Q4 20257,525$701.3K0.4%+250+3.4%AddedHolders
Q3 20257,275$609.8K0.4%00.0%UnchangedHolders
Q2 20257,275$582.9K0.4%00.0%UnchangedHolders
Q1 20257,275$522.3K0.3%00.0%UnchangedHolders
Q4 20247,275$511.0K0.3%00.0%UnchangedHolders
Q3 20247,275$411.0K0.3%−731−9.1%ReducedHolders
Q2 20248,006$475.5K0.3%−194−2.4%ReducedHolders
Q1 20248,200$475.3K0.3%−200−2.4%ReducedHolders
Q4 20238,400$413.5K0.3%−224−2.6%ReducedHolders
Q3 20238,624$352.4K0.3%−1,167−11.9%ReducedHolders
Q2 20239,791$417.9K0.3%−2,000−17.0%ReducedHolders
Q1 202311,791$440.8K0.3%−867−6.8%ReducedHolders
Q4 202212,658$522.7K0.4%00.0%UnchangedHolders
Q3 202212,658$509.0K0.5%−100−0.8%ReducedHolders
Q2 202212,758$500.0K0.4%00.0%UnchangedHolders
Q1 202212,758$618.0K0.5%−150−1.2%ReducedHolders
Q4 202112,908$619.0K0.5%–No prior filingHolders