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Capital Advisors Inc’s Wells Fargo WFC Stock Holding History

Capital Advisors Inc’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 		$625K Hold
7,558
– – 0.01% 208
2026
Q1 		$602K Buy
7,558
+1,127
+18% +$96.8K 0.01% 205
2025
Q4 		$599K Buy
6,431
+1,179
+22% +$102K 0.01% 203
2025
Q3 		$440K Sell
5,252
-1,440
-22% -$117K 0.01% 210
2025
Q2 		$536K Buy
6,692
+2,908
+77% +$210K 0.01% 195
2025
Q1 		$272K Buy
3,784
+614
+19% +$46.1K 0.01% 267
2024
Q4 		$223K Buy
+3,170
New +$216K ﹤0.01% 287
2023
Q1 		– Sell
-6,879
Closed -$284K – 276
2022
Q4 		$284K Buy
+6,879
New +$304K 0.01% 217
2018
Q1 		– Sell
-5,541
Closed -$336K – 199
2017
Q4 		$336K Buy
5,541
+266
+5% +$15K 0.02% 161
2017
Q3 		$291K Sell
5,275
-580
-10% -$30.8K 0.02% 155
2017
Q2 		$324K Buy
5,855
+2,032
+53% +$109K 0.02% 152
2017
Q1 		$213K Sell
3,823
-159,672
-98% -$9.06M 0.01% 178
2016
Q4 		$9.01M Sell
163,495
-792
-0.5% -$39.8K 0.63% 54
2016
Q3 		$7.27M Buy
164,287
+1,956
+1% +$93.6K 1.09% 46
2016
Q2 		$7.68M Buy
162,331
+10,075
+7% +$491K 1.19% 46
2016
Q1 		$7.36M Buy
152,256
+6,087
+4% +$298K 1.2% 41
2015
Q4 		$7.95M Buy
146,169
+3,448
+2% +$187K 1.39% 32
2015
Q3 		$7.33M Buy
142,721
+4,839
+4% +$266K 1.32% 34
2015
Q2 		$7.75M Sell
137,882
-47,438
-26% -$2.64M 1.33% 40
2015
Q1 		$10.1M Sell
185,320
-8,103
-4% -$438K 1.24% 21
2014
Q4 		$10.6M Sell
193,423
-925
-0.5% -$49K 1.96% 9
2014
Q3 		$10.1M Sell
194,348
-6,933
-3% -$357K 2.06% 9
2014
Q2 		$10.6M Sell
201,281
-5,635
-3% -$283K 2.05% 7
2014
Q1 		$10.3M Sell
206,916
-4,212
-2% -$196K 2.24% 7
2013
Q4 		$9.59M Sell
211,128
-5,587
-3% -$241K 2.11% 7
2013
Q3 		$8.95M Sell
216,715
-695
-0.3% -$29.7K 2.15% 8
2013
Q2 		$8.97M Buy
+217,410
New +$8.47M 2.42% 7

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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Capital Advisors Inc's WFC Position: Q2 2026 in Review

Capital Advisors Inc held its Wells Fargo (WFC) position steady in Q2 2026 at 7,558 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #208.

Capital Advisors Inc first reported a position in WFC in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.6M in Q4 2014. 1,029 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Capital Advisors Inc held 7,558 shares of Wells Fargo worth $625K as of Q2 2026.
  • Capital Advisors Inc left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #208 holding.
  • Capital Advisors Inc first reported a position in Wells Fargo in Q2 2013 and has held it in 27 quarters since.
  • Capital Advisors Inc's Wells Fargo position peaked at $10.6M in Q4 2014.
  • 1,029 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.