Affinity Capital Advisors
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Affinity Capital Advisors’s Wells Fargo WFC Stock Holding History

Affinity Capital Advisors’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 		$317K Buy
3,789
+413
+12% +$35.7K 0.04% 153
2026
Q2 		$295K Sell
3,376
-8
-0.2% -$643 0.04% 155
2026
Q1 		$269K Buy
3,384
+116
+4% +$10K 0.04% 145
2025
Q4 		$305K Buy
3,268
+463
+17% +$40.2K 0.04% 130
2025
Q3 		$226K Buy
2,805
+68
+2% +$5.51K 0.03% 146
2025
Q2 		$219K Sell
2,737
-1,570
-36% -$113K 0.04% 149
2025
Q1 		$269K Buy
4,307
+147
+4% +$11K 0.05% 129
2024
Q4 		$298K Sell
4,160
-273
-6% -$18.6K 0.06% 119
2024
Q3 		$250K Buy
4,433
+1
+0% +$57 0.05% 136
2024
Q2 		$263K Buy
4,432
+1
+0% +$59 0.06% 128
2024
Q1 		$257K Sell
4,431
-51
-1% -$2.67K 0.06% 129
2023
Q4 		$221K Sell
4,482
-758
-14% -$32.7K 0.05% 129
2023
Q3 		$214K Buy
5,240
+297
+6% +$12.8K 0.06% 123
2023
Q2 		$211K Buy
+4,943
New +$199K 0.06% 127
2021
Q4 		– Sell
-4,352
Closed -$202K – 128
2021
Q3 		$202K Sell
4,352
-95
-2% -$4.4K 0.07% 117
2021
Q2 		$201K Buy
+4,447
New +$199K 0.07% 122
2020
Q1 		– Sell
-5,391
Closed -$290K – 120
2019
Q4 		$290K Buy
+5,391
New +$282K 0.19% 83

Other funds holding WFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Affinity Capital Advisors's WFC Position: Q3 2026 in Review

Affinity Capital Advisors increased its Wells Fargo (WFC) stake by 12% in Q3 2026, buying an estimated $35.7K and bringing the position to 3,789 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #153.

Affinity Capital Advisors first reported a position in WFC in Q4 2019 and has held it in 17 quarters since. 693 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Affinity Capital Advisors held 3,789 shares of Wells Fargo worth $317K as of Q3 2026.
  • Affinity Capital Advisors bought 413 Wells Fargo shares in Q3 2026, an estimated $35.7K.
  • Wells Fargo made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #153 holding.
  • Affinity Capital Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 17 quarters since.
  • 693 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.