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Caldwell Sutter Capital’s Wells Fargo WFC Stock Holding History

Caldwell Sutter 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 		$366K Sell
4,424
-123
-3% -$9.88K 0.14% 156
2026
Q1 		$362K Sell
4,547
-149
-3% -$12.8K 0.15% 149
2025
Q4 		$438K Sell
4,696
-224
-5% -$19.4K 0.19% 131
2025
Q3 		$412K Buy
4,920
+551
+13% +$44.7K 0.18% 135
2025
Q2 		$350K Sell
4,369
-148
-3% -$10.7K 0.16% 141
2025
Q1 		$324K Sell
4,517
-138
-3% -$10.4K 0.15% 148
2024
Q4 		$327K Buy
4,655
+1
+0% +$68 0.15% 146
2024
Q3 		$263K Sell
4,654
-29
-0.6% -$1.64K 0.12% 167
2024
Q2 		$278K Sell
4,683
-394
-8% -$23.3K 0.14% 155
2024
Q1 		$294K Sell
5,077
-173
-3% -$9.05K 0.14% 153
2023
Q4 		$258K Buy
5,250
+124
+2% +$5.35K 0.13% 154
2023
Q3 		$209K Buy
5,126
+92
+2% +$3.97K 0.12% 166
2023
Q2 		$215K Buy
5,034
+2,223
+79% +$89.5K 0.11% 168
2023
Q1 		$105K Buy
+2,811
New +$123K 0.08% 183

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's WFC Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Wells Fargo (WFC) stake by 2.7% in Q2 2026, selling an estimated $9.88K and leaving 4,424 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #156.

Caldwell Sutter Capital first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $438K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Caldwell Sutter Capital held 4,424 shares of Wells Fargo worth $366K as of Q2 2026.
  • Caldwell Sutter Capital sold 123 Wells Fargo shares in Q2 2026, an estimated $9.88K.
  • Wells Fargo made up 0.14% of Caldwell Sutter Capital's portfolio in Q2 2026, its #156 holding.
  • Caldwell Sutter Capital first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Wells Fargo position peaked at $438K in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.