Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Wells Fargo WFC Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-476,651
Closed -$40.9M – 2589
2025
Q4 		$44.4M Buy
476,651
+147,385
+45% +$12.8M 0.12% 203
2025
Q3 		$27.6M Buy
+329,266
New +$26.7M 0.07% 378
2025
Q1 		– Sell
-10,686
Closed -$802K – 2384
2024
Q4 		$751K Sell
10,686
-1,197,825
-99% -$81.8M ﹤0.01% 1830
2024
Q3 		$68.3M Sell
1,208,511
-452,063
-27% -$25.6M 0.19% 145
2024
Q2 		$98.6M Buy
1,660,574
+1,631,023
+5,519% +$96.3M 0.29% 80
2024
Q1 		$1.71M Sell
29,551
-252,846
-90% -$13.2M 0.01% 1506
2023
Q4 		$13.9M Buy
+282,397
New +$12.2M 0.04% 614
2022
Q4 		– Sell
-399,801
Closed -$17.7M – 1646
2022
Q3 		$16.1M Buy
399,801
+379,808
+1,900% +$16.3M 0.13% 208
2022
Q2 		$783K Sell
19,993
-56,550
-74% -$2.48M 0.01% 1153
2022
Q1 		$3.71M Sell
76,543
-310,540
-80% -$16.6M 0.03% 690
2021
Q4 		$18.6M Buy
+387,083
New +$19.1M 0.13% 212
2021
Q1 		– Sell
-275,792
Closed -$9.76M – 1628
2020
Q4 		$8.32M Sell
275,792
-1,579,126
-85% -$40.9M 0.08% 302
2020
Q3 		$43.6M Buy
1,854,918
+1,366,382
+280% +$33.7M 0.54% 25
2020
Q2 		$12.5M Sell
488,536
-24,487
-5% -$670K 0.2% 145
2020
Q1 		$14.7M Buy
513,023
+343,613
+203% +$14.6M 0.23% 124
2019
Q4 		$9.11M Buy
169,410
+117,485
+226% +$6.15M 0.07% 371
2019
Q3 		$2.62M Sell
51,925
-20,220
-28% -$953K 0.02% 705
2019
Q2 		$3.41M Buy
+72,145
New +$3.37M 0.03% 640
2019
Q1 		– Sell
-144,520
Closed -$7.11M – 2136
2018
Q4 		$6.66M Sell
144,520
-859,651
-86% -$44M 0.06% 424
2018
Q3 		$52.8M Buy
+1,004,171
New +$57.3M 0.29% 58
2018
Q2 		– Sell
-157,117
Closed -$8.42M – 2302
2018
Q1 		$8.23M Buy
157,117
+19,822
+14% +$1.18M 0.05% 501
2017
Q4 		$8.33M Buy
137,295
+20,945
+18% +$1.18M 0.05% 460
2017
Q3 		$6.42M Buy
+116,350
New +$6.18M 0.05% 468
2017
Q2 		– Sell
-221,123
Closed -$11.8M – 1771
2017
Q1 		$12.3M Buy
+221,123
New +$12.5M 0.1% 245
2016
Q4 		– Sell
-443,704
Closed -$22.3M – 1879
2016
Q3 		$19.6M Sell
443,704
-145,260
-25% -$6.95M 0.18% 151
2016
Q2 		$27.9M Buy
588,964
+389,378
+195% +$19M 0.26% 98
2016
Q1 		$9.65M Buy
199,586
+184,752
+1,245% +$9.05M 0.09% 257
2015
Q4 		$806K Sell
14,834
-80,509
-84% -$4.37M 0.01% 958
2015
Q3 		$4.9M Buy
+95,343
New +$5.24M 0.05% 403
2015
Q2 		– Sell
-123,497
Closed -$6.89M – 1724
2015
Q1 		$6.72M Sell
123,497
-51,603
-29% -$2.79M 0.09% 269
2014
Q4 		$9.6M Sell
175,100
-58,631
-25% -$3.1M 0.11% 245
2014
Q3 		$12.1M Buy
+233,731
New +$12M 0.14% 182
2013
Q4 		– Sell
-150,134
Closed -$6.48M – 1860
2013
Q3 		$6.2M Buy
+150,134
New +$6.41M 0.09% 307

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 Fund Management (CFM)'s WFC Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 476,651 shares — an estimated $40.9M sold.

Capital Fund Management (CFM) first reported a position in WFC in Q3 2013 and held it in 33 quarters. The position peaked at $98.6M in Q2 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 476,651 Wells Fargo shares in Q1 2026, an estimated $40.9M.
  • Capital Fund Management (CFM) first reported a position in Wells Fargo in Q3 2013 and held it in 33 quarters.
  • Capital Fund Management (CFM)'s Wells Fargo position peaked at $98.6M in Q2 2024.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.