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Calton & Associates’s Wells Fargo WFC Stock Holding History

Calton & Associates’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
Q1 		– Sell
-2,595
Closed -$242K – 500
2025
Q4 		$242K Buy
+2,595
New +$225K 0.04% 383
2024
Q1 		– Sell
-4,519
Closed -$222K – 263
2023
Q4 		$222K Buy
+4,519
New +$195K 0.09% 217
2023
Q2 		– Sell
-5,564
Closed -$208K – 244
2023
Q1 		$208K Sell
5,564
-652
-10% -$28.4K 0.1% 204
2022
Q4 		$257K Buy
6,216
+1,170
+23% +$51.8K 0.1% 224
2022
Q3 		$202K Buy
+5,046
New +$217K 0.12% 194
2022
Q2 		– Sell
-6,235
Closed -$302K – 359
2022
Q1 		$302K Buy
6,235
+52
+0.8% +$2.78K 0.09% 247
2021
Q4 		$296K Sell
6,183
-824
-12% -$40.6K 0.08% 263
2021
Q3 		$325K Buy
7,007
+352
+5% +$16.3K 0.07% 277
2021
Q2 		$302K Sell
6,655
-1,728
-21% -$77.2K 0.06% 300
2021
Q1 		$328K Sell
8,383
-21,541
-72% -$763K 0.06% 263
2020
Q4 		$903K Buy
29,924
+16,095
+116% +$417K 0.16% 115
2020
Q3 		$325K Sell
13,829
-3,590
-21% -$88.5K 0.07% 220
2020
Q2 		$446K Buy
17,419
+2,393
+16% +$65.5K 0.1% 162
2020
Q1 		$431K Sell
15,026
-206
-1% -$8.76K 0.11% 153
2019
Q4 		$820K Buy
15,232
+1,457
+11% +$76.3K 0.16% 117
2019
Q3 		$695K Buy
13,775
+3,003
+28% +$141K 0.15% 115
2019
Q2 		$510K Buy
10,772
+4,354
+68% +$204K 0.14% 123
2019
Q1 		$310K Buy
+6,418
New +$316K 0.09% 182
2018
Q4 		– Sell
-7,796
Closed -$410K – 304
2018
Q3 		$410K Buy
7,796
+331
+4% +$18.9K 0.12% 149
2018
Q2 		$442K Sell
7,465
-20,972
-74% -$1.12M 0.13% 134
2018
Q1 		$1.49M Sell
28,437
-747
-3% -$44.4K 0.43% 41
2017
Q4 		$1.88M Buy
+29,184
New +$1.65M 0.47% 32

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calton & Associates's WFC Position: Q1 2026 in Review

Calton & Associates sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,595 shares — an estimated $242K sold.

Calton & Associates first reported a position in WFC in Q4 2017 and held it in 22 quarters. The position peaked at $1.88M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Calton & Associates reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 2,595 Wells Fargo shares in Q1 2026, an estimated $242K.
  • Calton & Associates first reported a position in Wells Fargo in Q4 2017 and held it in 22 quarters.
  • Calton & Associates's Wells Fargo position peaked at $1.88M in Q4 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.