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Capital A Wealth Management’s Wells Fargo WFC Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$2.95K Sell
60
-88
-59% -$6.34K 0.03% 283
2025
Q1 		$10.6K Buy
148
+32
+28% +$2.4K 0.01% 290
2024
Q4 		$8.15K Buy
+116
New +$7.92K 0.01% 330

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's WFC Position: Q2 2025 in Review

Capital A Wealth Management reduced its Wells Fargo (WFC) stake by 59% in Q2 2025, selling an estimated $6.34K and leaving 60 shares worth $2.95K. The position accounts for 0.03% of the portfolio, ranked #283.

Capital A Wealth Management first reported a position in WFC in Q4 2024 and has held it in 3 quarters since. The position peaked at $10.6K in Q1 2025. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Capital A Wealth Management held 60 shares of Wells Fargo worth $2.95K as of Q2 2025.
  • Capital A Wealth Management sold 88 Wells Fargo shares in Q2 2025, an estimated $6.34K.
  • Wells Fargo made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #283 holding.
  • Capital A Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Wells Fargo position peaked at $10.6K in Q1 2025.
  • 2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.