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Cantor Fitzgerald Investment Advisors’s Wells Fargo WFC Stock Holding History

Cantor Fitzgerald 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 		$21M Buy
254,416
+3,038
+1% +$244K 1.42% 12
2026
Q1 		$20M Sell
251,378
-2,400
-0.9% -$206K 1.48% 12
2025
Q4 		$23.7M Sell
253,778
-57,095
-18% -$4.96M 1.75% 11
2025
Q3 		$26.1M Sell
310,873
-2,082
-0.7% -$169K 1.77% 11
2025
Q2 		$25.1M Sell
312,955
-269
-0.1% -$19.4K 1.77% 12
2025
Q1 		$22.5M Sell
313,224
-47,945
-13% -$3.6M 1.64% 12
2024
Q4 		$25.4M Buy
361,169
+1,236
+0.3% +$84.4K 1.76% 9
2024
Q3 		$20.3M Buy
359,933
+273
+0.1% +$15.4K 1.38% 21
2024
Q2 		$21.4M Sell
359,660
-9,705
-3% -$573K 1.65% 14
2024
Q1 		$21.4M Sell
369,365
-8,780
-2% -$459K 1.59% 20
2023
Q4 		$18.6M Buy
+378,145
New +$16.3M 1.44% 22
2022
Q1 		$25M Buy
515,776
+247,648
+92% +$13.3M 1.12% 29
2021
Q4 		$12.9M Sell
268,128
-1,348
-0.5% -$66.4K 0.78% 34
2021
Q3 		$12.5M Buy
269,476
+1,698
+0.6% +$78.6K 0.93% 32
2021
Q2 		$12.1M Buy
+267,778
New +$12M 0.89% 30

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's WFC Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its Wells Fargo (WFC) stake by 1.2% in Q2 2026, buying an estimated $244K and bringing the position to 254,416 shares worth $21M. The position accounts for 1.42% of the portfolio, ranked #12.

Cantor Fitzgerald Investment Advisors first reported a position in WFC in Q2 2021 and has held it in 15 quarters since. The position peaked at $26.1M in Q3 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 254,416 shares of Wells Fargo worth $21M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors bought 3,038 Wells Fargo shares in Q2 2026, an estimated $244K.
  • Wells Fargo made up 1.42% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 15 quarters since.
  • Cantor Fitzgerald Investment Advisors's Wells Fargo position peaked at $26.1M in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.