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 Q2	$295K	Sell	3,376 -8	-0.2%	-$643	0.04%	155
2026 Q1	$269K	Buy	3,384 +116	+4%	+$9.96K	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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Affinity Capital Advisors's WFC Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Wells Fargo (WFC) stake by 0.24% in Q2 2026, selling an estimated $643 and leaving 3,376 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #155.

Affinity Capital Advisors first reported a position in WFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $305K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Affinity Capital Advisors held 3,376 shares of Wells Fargo worth $295K as of Q2 2026.
Affinity Capital Advisors sold 8 Wells Fargo shares in Q2 2026, an estimated $643.
Wells Fargo made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #155 holding.
Affinity Capital Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 16 quarters since.
Affinity Capital Advisors's Wells Fargo position peaked at $305K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.