AC
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Apella Capital's WFC Position: Q2 2026 in Review

Apella Capital reduced its Wells Fargo (WFC) stake by 0.35% in Q2 2026, selling an estimated $12.8K and leaving 44,795 shares worth $3.91M. The position accounts for 0.06% of the portfolio, ranked #190.

Apella Capital first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. 656 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Apella Capital held 44,795 shares of Wells Fargo worth $3.91M as of Q2 2026.
  • Apella Capital sold 159 Wells Fargo shares in Q2 2026, an estimated $12.8K.
  • Wells Fargo made up 0.06% of Apella Capital's portfolio in Q2 2026, its #190 holding.
  • Apella Capital first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • 656 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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