Cache Advisors’s Wells Fargo WFC Stock Holding History

Cache 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
2026 Q3	$717K	Buy	8,957 +1,857	+26%	+$161K	0.04%	101
2026 Q2	$587K	Hold	7,100	–	–	0.05%	98
2026 Q1	$565K	Hold	7,100	–	–	0.07%	78
2025 Q4	$662K	Hold	7,100	–	–	0.08%	71
2025 Q3	$595K	Hold	7,100	–	–	0.1%	66
2025 Q2	$569K	Buy	+7,100	New	+$512K	0.15%	60

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cache Advisors's WFC Position: Q3 2026 in Review

Cache Advisors increased its Wells Fargo (WFC) stake by 26% in Q3 2026, buying an estimated $161K and bringing the position to 8,957 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #101.

Cache Advisors first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. 719 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Cache Advisors held 8,957 shares of Wells Fargo worth $717K as of Q3 2026.
Cache Advisors bought 1,857 Wells Fargo shares in Q3 2026, an estimated $161K.
Wells Fargo made up 0.04% of Cache Advisors's portfolio in Q3 2026, its #101 holding.
Cache Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
719 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.