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LKFN · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

LKFNWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LKFN
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterLKFNWFC
Q3 20202 holders, $75m34 holders, $15.9bn
Q4 20201 holders, $50m33 holders, $19.5bn
Q1 20213 holders, $160m31 holders, $23.4bn
Q2 20211 holders, $95m33 holders, $28.0bn
Q3 20211 holders, $108m28 holders, $27.7bn
Q4 20211 holders, $118m32 holders, $28.6bn
Q1 20221 holders, $108m37 holders, $28.8bn
Q2 20223 holders, $100m32 holders, $24.1bn
Q3 20222 holders, $109m28 holders, $25.5bn
Q4 20223 holders, $109m33 holders, $25.2bn
Q1 20232 holders, $90m34 holders, $21.5bn
Q2 20233 holders, $63m29 holders, $23.4bn
Q3 20232 holders, $57m30 holders, $22.9bn
Q4 20232 holders, $77m32 holders, $27.2bn
Q1 20242 holders, $75m27 holders, $33.6bn
Q2 20242 holders, $69m37 holders, $34.1bn
Q3 20242 holders, $72m35 holders, $32.0bn
Q4 20242 holders, $88m42 holders, $38.9bn
Q1 20253 holders, $76m39 holders, $38.2bn
Q2 20252 holders, $94m33 holders, $41.6bn
Q3 20252 holders, $123m29 holders, $41.5bn
Q4 20252 holders, $103m29 holders, $43.6bn
Q1 20262 holders, $125m34 holders, $36.8bn
Q2 20262 holders, $136m41 holders, $38.2bn
LKFN

Lakeland Finl Corp

Holders
3
Reported value
$76m
Buyers
2
Sellers
1

Breadth +1 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
39
Reported value
$38.2bn
Buyers
22
Sellers
19

Breadth +3 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LKFN (1)

Caxton Associates LLP

Only WFC (37)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 12 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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