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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Advisors Wealth Management's WFC Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Wells Fargo (WFC) stake by 2.1% in Q2 2026, buying an estimated $6.43K and bringing the position to 3,888 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #180.

Capital Advisors Wealth Management first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $355K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Capital Advisors Wealth Management held 3,888 shares of Wells Fargo worth $321K as of Q2 2026.
Capital Advisors Wealth Management bought 80 Wells Fargo shares in Q2 2026, an estimated $6.43K.
Wells Fargo made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #180 holding.
Capital Advisors Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
Capital Advisors Wealth Management's Wells Fargo position peaked at $355K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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