Aspire Private Capital’s Wells Fargo WFC Stock Holding History

Aspire Private 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	$2.02M	Sell	24,406 -1,924	-7%	-$155K	0.42%	57
2026 Q1	$2.1M	Sell	26,330 -3,178	-11%	-$273K	0.47%	47
2025 Q4	$2.75M	Sell	29,508 -911	-3%	-$79.1K	0.61%	40
2025 Q3	$2.55M	Sell	30,419 -2,342	-7%	-$190K	0.56%	45
2025 Q2	$2.62M	Buy	32,761 +1,721	+6%	+$124K	0.61%	44
2025 Q1	$2.23M	Buy	31,040 +1,889	+6%	+$142K	0.55%	43
2024 Q4	$2.05M	Buy	29,151 +362	+1%	+$24.7K	0.51%	46
2024 Q3	$1.63M	Buy	28,789 +1,998	+7%	+$113K	0.39%	49
2024 Q2	$1.59M	Buy	26,791 +1,638	+7%	+$96.7K	0.41%	44
2024 Q1	$1.46M	Buy	25,153 +2,114	+9%	+$111K	0.38%	44
2023 Q4	$1.13M	Buy	23,039 +678	+3%	+$29.3K	0.34%	43
2023 Q3	$914K	Buy	22,361 +1,687	+8%	+$72.8K	0.3%	45
2023 Q2	$882K	Buy	20,674 +35	+0.2%	+$1.41K	0.28%	47
2023 Q1	$772K	Buy	20,639 +3,155	+18%	+$138K	0.26%	49
2022 Q4	$722K	Buy	17,484 +1,729	+11%	+$76.5K	0.26%	52
2022 Q3	$634K	Buy	15,755 +13,426	+576%	+$577K	0.24%	53
2022 Q2	$91K	Buy	2,329 +128	+6%	+$5.62K	0.03%	156
2022 Q1	$107K	Sell	2,201 -13	-0.6%	-$696	0.03%	156
2021 Q4	$106K	Buy	2,214 +1	+0%	+$49	0.03%	163
2021 Q3	$103K	Sell	2,213 -1,460	-40%	-$67.6K	0.03%	160
2021 Q2	$166K	Sell	3,673 -19	-0.5%	-$848	0.05%	149
2021 Q1	$144K	Hold	3,692	–	–	0.05%	166
2020 Q4	$111K	Buy	3,692 +13	+0.4%	+$337	0.04%	176
2020 Q3	$86K	Buy	+3,679	New	+$90.7K	0.04%	180
2020 Q1	–	Sell	-3,540	Closed	-$190K	–	488
2019 Q4	$190K	Hold	3,540	–	–	0.08%	110
2019 Q3	$179K	Hold	3,540	–	–	0.09%	106
2019 Q2	$168K	Hold	3,540	–	–	0.08%	119
2019 Q1	$171K	Sell	3,540 -71	-2%	-$3.49K	0.09%	126
2018 Q4	$166K	Buy	+3,611	New	+$185K	0.1%	120

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Aspire Private Capital's WFC Position: Q2 2026 in Review

Aspire Private Capital reduced its Wells Fargo (WFC) stake by 7.3% in Q2 2026, selling an estimated $155K and leaving 24,406 shares worth $2.02M. The position accounts for 0.42% of the portfolio, ranked #57.

Aspire Private Capital first reported a position in WFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.75M in Q4 2025. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Aspire Private Capital held 24,406 shares of Wells Fargo worth $2.02M as of Q2 2026.
Aspire Private Capital sold 1,924 Wells Fargo shares in Q2 2026, an estimated $155K.
Wells Fargo made up 0.42% of Aspire Private Capital's portfolio in Q2 2026, its #57 holding.
Aspire Private Capital first reported a position in Wells Fargo in Q4 2018 and has held it in 29 quarters since.
Aspire Private Capital's Wells Fargo position peaked at $2.75M in Q4 2025.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.