Apella Capital
WFC icon

Apella Capital’s Wells Fargo WFC Stock Holding History

Apella Capital’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 		$4.33M Buy
53,994
+9,199
+21% +$796K 0.06% 192
2026
Q2 		$3.91M Sell
44,795
-159
-0.4% -$12.8K 0.06% 190
2026
Q1 		$3.66M Buy
44,954
+6,411
+17% +$551K 0.05% 196
2025
Q4 		$3.59M Sell
38,543
-70
-0.2% -$6.08K 0.07% 155
2025
Q3 		$3.24M Buy
38,613
+4,877
+14% +$395K 0.07% 153
2025
Q2 		$2.78M Buy
33,736
+2,725
+9% +$196K 0.08% 145
2025
Q1 		$2.06M Buy
31,011
+3,474
+13% +$261K 0.07% 136
2024
Q4 		$1.93M Sell
27,537
-23
-0.1% -$1.57K 0.07% 121
2024
Q3 		$1.52M Buy
27,560
+2,805
+11% +$159K 0.06% 123
2024
Q2 		$1.48M Buy
24,755
+4,147
+20% +$245K 0.07% 123
2024
Q1 		$1.19M Buy
20,608
+160
+0.8% +$8.37K 0.06% 132
2023
Q4 		$1.01M Buy
20,448
+4,484
+28% +$193K 0.06% 135
2023
Q3 		$652K Buy
15,964
+195
+1% +$8.42K 0.05% 147
2023
Q2 		$673K Buy
+15,769
New +$635K 0.05% 148
2022
Q4 		$662K Sell
16,037
-1,726
-10% -$76.4K 0.06% 137
2022
Q3 		$714K Sell
17,763
-18,562
-51% -$797K 0.08% 108
2022
Q2 		$1.42M Buy
36,325
+15,645
+76% +$687K 0.17% 80
2022
Q1 		$1M Buy
+20,680
New +$1.11M 0.14% 92

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Apella Capital's WFC Position: Q3 2026 in Review

Apella Capital increased its Wells Fargo (WFC) stake by 21% in Q3 2026, buying an estimated $796K and bringing the position to 53,994 shares worth $4.33M. The position accounts for 0.06% of the portfolio, ranked #192.

Apella Capital first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. 1,156 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Apella Capital held 53,994 shares of Wells Fargo worth $4.33M as of Q3 2026.
  • Apella Capital bought 9,199 Wells Fargo shares in Q3 2026, an estimated $796K.
  • Wells Fargo made up 0.06% of Apella Capital's portfolio in Q3 2026, its #192 holding.
  • Apella Capital first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.