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Cape Investment Advisory’s Wells Fargo WFC Stock Holding History

Cape Investment Advisory’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 		$761K Buy
9,205
+60
+0.7% +$4.82K 0.2% 88
2026
Q1 		$728K Buy
9,145
+188
+2% +$16.1K 0.24% 85
2025
Q4 		$835K Buy
8,957
+786
+10% +$68.2K 0.26% 78
2025
Q3 		$685K Buy
8,171
+307
+4% +$24.9K 0.67% 39
2025
Q2 		$630K Buy
7,864
+178
+2% +$12.8K 0.23% 80
2025
Q1 		$552K Buy
7,686
+78
+1% +$5.86K 0.22% 84
2024
Q4 		$534K Buy
7,608
+605
+9% +$41.3K 0.21% 86
2024
Q3 		$396K Buy
7,003
+596
+9% +$33.7K 0.16% 105
2024
Q2 		$381K Sell
6,407
-164
-2% -$9.68K 0.17% 95
2024
Q1 		$381K Sell
6,571
-175
-3% -$9.16K 0.18% 93
2023
Q4 		$332K Buy
6,746
+219
+3% +$9.45K 0.16% 99
2023
Q3 		$267K Buy
6,527
+679
+12% +$29.3K 0.15% 104
2023
Q2 		$250K Buy
5,848
+436
+8% +$17.5K 0.14% 109
2023
Q1 		$202K Buy
+5,412
New +$236K 0.12% 122

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cape Investment Advisory's WFC Position: Q2 2026 in Review

Cape Investment Advisory increased its Wells Fargo (WFC) stake by 0.66% in Q2 2026, buying an estimated $4.82K and bringing the position to 9,205 shares worth $761K. The position accounts for 0.2% of the portfolio, ranked #88.

Cape Investment Advisory first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $835K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cape Investment Advisory held 9,205 shares of Wells Fargo worth $761K as of Q2 2026.
  • Cape Investment Advisory bought 60 Wells Fargo shares in Q2 2026, an estimated $4.82K.
  • Wells Fargo made up 0.2% of Cape Investment Advisory's portfolio in Q2 2026, its #88 holding.
  • Cape Investment Advisory first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Wells Fargo position peaked at $835K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.