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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

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Swedbank
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Handelsbanken Fonder
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
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QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return