Capital Advantage’s Wells Fargo WFC Stock Holding History

Capital Advantage’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	$662K	Sell	8,005 -851	-10%	-$68.4K	0.08%	88
2026 Q1	$705K	Hold	8,856	–	–	0.09%	80
2025 Q4	$825K	Buy	8,856 +222	+3%	+$19.3K	0.11%	77
2025 Q3	$724K	Hold	8,634	–	–	0.11%	76
2025 Q2	$692K	Buy	8,634 +1,399	+19%	+$101K	0.11%	76
2025 Q1	$508K	Hold	7,235	–	–	0.09%	88
2024 Q4	$508K	Buy	+7,235	New	+$494K	0.09%	88
2023 Q4	–	Sell	-10,668	Closed	-$436K	–	43
2023 Q3	$436K	Buy	+10,668	New	+$461K	0.09%	38
2018 Q3	–	Sell	-3,707	Closed	-$206K	–	90
2018 Q2	$206K	Buy	+3,707	New	+$199K	0.05%	78

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advantage's WFC Position: Q2 2026 in Review

Capital Advantage reduced its Wells Fargo (WFC) stake by 9.6% in Q2 2026, selling an estimated $68.4K and leaving 8,005 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #88.

Capital Advantage first reported a position in WFC in Q2 2018 and has held it in 9 quarters since. The position peaked at $825K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Capital Advantage held 8,005 shares of Wells Fargo worth $662K as of Q2 2026.
Capital Advantage sold 851 Wells Fargo shares in Q2 2026, an estimated $68.4K.
Wells Fargo made up 0.08% of Capital Advantage's portfolio in Q2 2026, its #88 holding.
Capital Advantage first reported a position in Wells Fargo in Q2 2018 and has held it in 9 quarters since.
Capital Advantage's Wells Fargo position peaked at $825K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.