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Capital Analysts LLC’s Wells Fargo WFC Stock Holding History

Capital Analysts LLC’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
Q1 		$395K Buy
4,961
+619
+14% +$53.2K 0.01% 500
2025
Q4 		$404K Buy
4,342
+368
+9% +$31.9K 0.01% 464
2025
Q3 		$333K Sell
3,974
-33
-0.8% -$2.68K 0.01% 494
2025
Q2 		$322K Buy
4,007
+4
+0.1% +$288 0.01% 460
2025
Q1 		$287K Buy
4,003
+4
+0.1% +$300 0.01% 461
2024
Q4 		$280K Buy
3,999
+759
+23% +$51.8K 0.01% 422
2024
Q3 		$183K Buy
3,240
+119
+4% +$6.73K 0.01% 482
2024
Q2 		$186K Buy
3,121
+404
+15% +$23.9K 0.01% 468
2024
Q1 		$157K Buy
2,717
+17
+0.6% +$889 0.01% 482
2023
Q4 		$133K Buy
2,700
+301
+13% +$13K 0.01% 487
2023
Q3 		$98K Sell
2,399
-89
-4% -$3.84K 0.01% 491
2023
Q2 		$106K Buy
2,488
+100
+4% +$4.03K 0.01% 463
2023
Q1 		$89K Buy
2,388
+15
+0.6% +$654 0.01% 492
2022
Q4 		$98K Sell
2,373
-267
-10% -$11.8K 0.01% 507
2022
Q3 		$107K Sell
2,640
-276
-9% -$11.9K 0.01% 433
2022
Q2 		$114K Buy
2,916
+12
+0.4% +$527 0.01% 416
2022
Q1 		$141K Buy
2,904
+143
+5% +$7.65K 0.01% 375
2021
Q4 		$133K Buy
2,761
+9
+0.3% +$443 0.01% 403
2021
Q3 		$127K Buy
2,752
+300
+12% +$13.9K 0.01% 409
2021
Q2 		$111K Sell
2,452
-8
-0.3% -$357 0.01% 430
2021
Q1 		$96K Buy
2,460
+627
+34% +$22.2K 0.01% 466
2020
Q4 		$55K Sell
1,833
-940
-34% -$24.3K ﹤0.01% 407
2020
Q3 		$65K Buy
2,773
+7
+0.3% +$173 0.01% 369
2020
Q2 		$71K Buy
2,766
+33
+1% +$903 0.01% 324
2020
Q1 		$78K Buy
2,733
+50
+2% +$2.13K 0.01% 283
2019
Q4 		$144K Buy
2,683
+1,767
+193% +$92.5K 0.01% 261
2019
Q3 		$46K Buy
+916
New +$43.2K ﹤0.01% 395
2019
Q1 		– Sell
-102
Closed -$5K – 690
2018
Q4 		$5K Sell
102
-2,499
-96% -$128K ﹤0.01% 516
2018
Q3 		$137K Hold
2,601
– – 0.02% 217
2018
Q2 		$144K Buy
2,601
+101
+4% +$5.41K 0.02% 215
2018
Q1 		$131K Sell
2,500
-3,106
-55% -$185K 0.02% 214
2017
Q4 		$340K Hold
5,606
– – 0.04% 171
2017
Q3 		$309K Sell
5,606
-2,045
-27% -$109K 0.04% 171
2017
Q2 		$424K Hold
7,651
– – 0.06% 163
2017
Q1 		$426K Buy
7,651
+226
+3% +$12.8K 0.07% 151
2016
Q4 		$409K Hold
7,425
– – 0.07% 157
2016
Q3 		$329K Sell
7,425
-10,219
-58% -$489K 0.06% 156
2016
Q2 		$835K Sell
17,644
-3,887
-18% -$190K 0.17% 98
2016
Q1 		$1.04M Sell
21,531
-1,716
-7% -$84K 0.21% 93
2015
Q4 		$1.26M Buy
23,247
+99
+0.4% +$5.38K 0.26% 88
2015
Q3 		$1.19M Buy
23,148
+15,278
+194% +$840K 0.23% 98
2015
Q2 		$443K Sell
7,870
-196
-2% -$10.9K 0.09% 148
2015
Q1 		$439K Buy
8,066
+486
+6% +$26.3K 0.09% 140
2014
Q4 		$416K Buy
7,580
+392
+5% +$20.8K 0.09% 124
2014
Q3 		$373K Sell
7,188
-591
-8% -$30.4K 0.09% 118
2014
Q2 		$409K Buy
7,779
+401
+5% +$20.2K 0.1% 112
2014
Q1 		$367K Hold
7,378
– – 0.1% 113
2013
Q4 		$335K Buy
7,378
+200
+3% +$8.64K 0.09% 114
2013
Q3 		$297K Hold
7,178
– – 0.09% 112
2013
Q2 		$296K Buy
+7,178
New +$280K 0.09% 120

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's WFC Position: Q1 2026 in Review

Capital Analysts LLC increased its Wells Fargo (WFC) stake by 14% in Q1 2026, buying an estimated $53.2K and bringing the position to 4,961 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #500.

Capital Analysts LLC first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.26M in Q4 2015. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capital Analysts LLC held 4,961 shares of Wells Fargo worth $395K as of Q1 2026.
  • Capital Analysts LLC bought 619 Wells Fargo shares in Q1 2026, an estimated $53.2K.
  • Wells Fargo made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #500 holding.
  • Capital Analysts LLC first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
  • Capital Analysts LLC's Wells Fargo position peaked at $1.26M in Q4 2015.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.