American Capital Advisory’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$203K Buy
2,455
+29
+1% +$2.33K 0.07% 106
2026
Q1
$193K Sell
2,426
-25
-1% -$2.15K 0.08% 101
2025
Q4
$228K Buy
2,451
+24
+1% +$2.08K 0.1% 95
2025
Q3
$203K Sell
2,427
-147
-6% -$11.9K 0.09% 99
2025
Q2
$206K Buy
2,574
+75
+3% +$5.41K 0.1% 91
2025
Q1
$179K Sell
2,499
-357
-13% -$26.8K 0.1% 98
2024
Q4
$201K Buy
2,856
+2
+0.1% +$137 0.11% 96
2024
Q3
$161K Buy
2,854
+8
+0.3% +$452 0.09% 102
2024
Q2
$140K Buy
2,846
+10
+0.4% +$590 0.1% 99
2024
Q1
$106K Sell
2,836
-10
-0.4% -$523 0.09% 110
2023
Q4
$140K Buy
+2,846
New +$123K 0.1% 99

Other funds holding WFC

American Capital Advisory's WFC Position: Q2 2026 in Review

American Capital Advisory increased its Wells Fargo (WFC) stake by 1.2% in Q2 2026, buying an estimated $2.33K and bringing the position to 2,455 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #106.

American Capital Advisory first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $228K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • American Capital Advisory held 2,455 shares of Wells Fargo worth $203K as of Q2 2026.
  • American Capital Advisory bought 29 Wells Fargo shares in Q2 2026, an estimated $2.33K.
  • Wells Fargo made up 0.07% of American Capital Advisory's portfolio in Q2 2026, its #106 holding.
  • American Capital Advisory first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's Wells Fargo position peaked at $228K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.