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

Capital Advisors 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
2026
Q3 		$312K Buy
3,892
+4
+0.1% +$346 0.04% 184
2026
Q2 		$321K Buy
3,888
+80
+2% +$6.43K 0.04% 180
2026
Q1 		$303K Sell
3,808
-4
-0.1% -$344 0.04% 169
2025
Q4 		$355K Sell
3,812
-68
-2% -$5.9K 0.05% 156
2025
Q3 		$325K Buy
3,880
+747
+24% +$60.6K 0.05% 160
2025
Q2 		$251K Sell
3,133
-300
-9% -$21.6K 0.04% 171
2025
Q1 		$246K Buy
3,433
+5
+0.1% +$375 0.04% 156
2024
Q4 		$241K Buy
+3,428
New +$234K 0.04% 157
2024
Q3 		– Sell
-3,418
Closed -$203K – 174
2024
Q2 		$203K Buy
+3,418
New +$202K 0.04% 155

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Capital Advisors Wealth Management's WFC Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Wells Fargo (WFC) stake by 0.1% in Q3 2026, buying an estimated $346 and bringing the position to 3,892 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #184.

Capital Advisors Wealth Management first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $355K in Q4 2025. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Capital Advisors Wealth Management held 3,892 shares of Wells Fargo worth $312K as of Q3 2026.
  • Capital Advisors Wealth Management bought 4 Wells Fargo shares in Q3 2026, an estimated $346.
  • Wells Fargo made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Capital Advisors Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • Capital Advisors Wealth Management's Wells Fargo position peaked at $355K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.