Caerus Investment Advisors’s Wells Fargo WFC Stock Holding History

Caerus Investment 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 Q2	$413K	Buy	+4,993	New	+$401K	0.14%	135

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

Caerus Investment Advisors's WFC Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 4,993 shares worth $413K. The stake represents 0.14% of the portfolio and ranks #135 among its holdings.

2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Caerus Investment Advisors held 4,993 shares of Wells Fargo worth $413K as of Q2 2026.
Wells Fargo was a new Caerus Investment Advisors position in Q2 2026.
Wells Fargo made up 0.14% of Caerus Investment Advisors's portfolio in Q2 2026, its #135 holding.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.