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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors's WFC Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Wells Fargo (WFC) stake by 30% in Q1 2026, selling an estimated $931K and leaving 25,155 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #475.

Aptus Capital Advisors first reported a position in WFC in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.23M in Q4 2022. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Aptus Capital Advisors held 25,155 shares of Wells Fargo worth $2M as of Q1 2026.
  • Aptus Capital Advisors sold 10,842 Wells Fargo shares in Q1 2026, an estimated $931K.
  • Wells Fargo made up 0.02% of Aptus Capital Advisors's portfolio in Q1 2026, its #475 holding.
  • Aptus Capital Advisors first reported a position in Wells Fargo in Q1 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's Wells Fargo position peaked at $4.23M in Q4 2022.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.