Cahill Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Sell |
17,370
-4
| -0% | -$344 | 0.15% | 105 |
|
|
2025
Q4 | $1.62M | Sell |
17,374
-386
| -2% | -$33.5K | 0.18% | 88 |
|
|
2025
Q3 | $1.49M | Buy |
17,760
+8,706
| +96% | +$706K | 0.17% | 92 |
|
|
2025
Q2 | $725K | Buy |
9,054
+16
| +0.2% | +$1.15K | 0.09% | 141 |
|
|
2025
Q1 | $649K | Buy |
9,038
+315
| +4% | +$23.6K | 0.09% | 142 |
|
|
2024
Q4 | $613K | Sell |
8,723
-571
| -6% | -$39K | 0.08% | 146 |
|
|
2024
Q3 | $525K | Buy |
9,294
+73
| +0.8% | +$4.13K | 0.07% | 163 |
|
|
2024
Q2 | $548K | Buy |
9,221
+87
| +1% | +$5.14K | 0.08% | 167 |
|
|
2024
Q1 | $529K | Buy |
9,134
+373
| +4% | +$19.5K | 0.07% | 170 |
|
|
2023
Q4 | $431K | Sell |
8,761
-2,528
| -22% | -$109K | 0.06% | 170 |
|
|
2023
Q3 | $461K | Sell |
11,289
-145
| -1% | -$6.26K | 0.08% | 160 |
|
|
2023
Q2 | $488K | Buy |
11,434
+73
| +0.6% | +$2.94K | 0.08% | 163 |
|
|
2023
Q1 | $425K | Buy |
11,361
+28
| +0.2% | +$1.22K | 0.08% | 162 |
|
|
2022
Q4 | $468K | Buy |
11,333
+59
| +0.5% | +$2.61K | 0.09% | 156 |
|
|
2022
Q3 | $454K | Buy |
11,274
+2,683
| +31% | +$115K | 0.1% | 156 |
|
|
2022
Q2 | $337K | Buy |
8,591
+114
| +1% | +$5K | 0.07% | 175 |
|
|
2022
Q1 | $411K | Sell |
8,477
-392
| -4% | -$21K | 0.08% | 166 |
|
|
2021
Q4 | $426K | Buy |
8,869
+13
| +0.1% | +$640 | 0.08% | 168 |
|
|
2021
Q3 | $411K | Buy |
8,856
+3,484
| +65% | +$161K | 0.08% | 166 |
|
|
2021
Q2 | $243K | Buy |
+5,372
| New | +$240K | 0.05% | 190 |
|
|
2020
Q3 | – | Sell |
-8,294
| Closed | -$213K | – | 170 |
|
|
2020
Q2 | $213K | Buy |
8,294
+413
| +5% | +$11.3K | 0.08% | 151 |
|
|
2020
Q1 | $227K | Buy |
7,881
+59
| +0.8% | +$2.51K | 0.11% | 135 |
|
|
2019
Q4 | $421K | Sell |
7,822
-593
| -7% | -$31.1K | 0.15% | 118 |
|
|
2019
Q3 | $425K | Buy |
8,415
+53
| +0.6% | +$2.5K | 0.17% | 113 |
|
|
2019
Q2 | $396K | Sell |
8,362
-2,564
| -23% | -$120K | 0.16% | 113 |
|
|
2019
Q1 | $528K | Buy |
10,926
+66
| +0.6% | +$3.25K | 0.22% | 95 |
|
|
2018
Q4 | $501K | Sell |
10,860
-1,149
| -10% | -$58.9K | 0.25% | 93 |
|
|
2018
Q3 | $632K | Buy |
12,009
+62
| +0.5% | +$3.54K | 0.28% | 85 |
|
|
2018
Q2 | $663K | Sell |
11,947
-46
| -0.4% | -$2.46K | 0.31% | 85 |
|
|
2018
Q1 | $629K | Buy |
11,993
+4,983
| +71% | +$296K | 0.3% | 84 |
|
|
2017
Q4 | $426K | Buy |
7,010
+38
| +0.5% | +$2.15K | 0.21% | 102 |
|
|
2017
Q3 | $385K | Buy |
6,972
+787
| +13% | +$41.8K | 0.2% | 102 |
|
|
2017
Q2 | $343K | Buy |
6,185
+2,323
| +60% | +$124K | 0.19% | 108 |
|
|
2017
Q1 | $215K | Buy |
3,862
+20
| +0.5% | +$1.14K | 0.12% | 125 |
|
|
2016
Q4 | $212K | Buy |
+3,842
| New | +$193K | 0.13% | 121 |
|
|
2016
Q2 | – | Sell |
-4,255
| Closed | -$206K | – | 124 |
|
|
2016
Q1 | $206K | Buy |
4,255
+375
| +10% | +$18.4K | 0.15% | 108 |
|
|
2015
Q4 | $211K | Buy |
+3,880
| New | +$211K | 0.17% | 101 |
|
|
2015
Q3 | – | Sell |
-3,846
| Closed | -$217K | – | 112 |
|
|
2015
Q2 | $217K | Buy |
+3,846
| New | +$214K | 0.16% | 103 |
|
|
2014
Q1 | – | Sell |
-16,611
| Closed | -$755K | – | 122 |
|
|
2013
Q4 | $755K | Buy |
+16,611
| New | +$717K | 0.65% | 41 |
|
Other funds holding WFC
VCM
VPM
Cahill Financial Advisors's WFC Position: Q1 2026 in Review
Cahill Financial Advisors reduced its Wells Fargo (WFC) stake by 0.02% in Q1 2026, selling an estimated $344 and leaving 17,370 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #105.
Cahill Financial Advisors first reported a position in WFC in Q4 2013 and has held it in 39 quarters since. The position peaked at $1.62M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Cahill Financial Advisors held 17,370 shares of Wells Fargo worth $1.38M as of Q1 2026.
- Cahill Financial Advisors sold 4 Wells Fargo shares in Q1 2026, an estimated $344.
- Wells Fargo made up 0.15% of Cahill Financial Advisors's portfolio in Q1 2026, its #105 holding.
- Cahill Financial Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 39 quarters since.
- Cahill Financial Advisors's Wells Fargo position peaked at $1.62M in Q4 2025.
- 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.