Aptus Capital Advisors’s Wells Fargo WFC Stock Holding History

Aptus 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
2020 Q1	–	Sell	-50,400	Closed	-$2.71M	–	537
2019 Q4	$2.71M	Buy	+50,400	New	+$2.64M	0.19%	106

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aptus Capital Advisors increased its Wells Fargo (WFC) stake by 10% in Q2 2026, buying an estimated $207K and bringing the position to 27,735 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #484.

Aptus Capital Advisors first reported a position in WFC in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.23M in Q4 2022. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Aptus Capital Advisors held 27,735 shares of Wells Fargo worth $2.29M as of Q2 2026.
Aptus Capital Advisors bought 2,580 Wells Fargo shares in Q2 2026, an estimated $207K.
Wells Fargo made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #484 holding.
Aptus Capital Advisors first reported a position in Wells Fargo in Q1 2019 and has held it in 28 quarters since.
Aptus Capital Advisors's Wells Fargo position peaked at $4.23M in Q4 2022.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.