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 		$22.8M Sell
286,700
-173,100
-38% -$14.9M 0.1% 269
2025
Q4 		$42.9M Sell
459,800
-318,800
-41% -$27.7M 0.12% 218
2025
Q3 		$65.3M Sell
778,600
-509,300
-40% -$41.3M 0.17% 128
2025
Q2 		$103M Buy
1,287,900
+183,800
+17% +$13.3M 0.28% 55
2025
Q1 		$79.3M Sell
1,104,100
-171,300
-13% -$12.9M 0.23% 111
2024
Q4 		$89.6M Sell
1,275,400
-387,600
-23% -$26.5M 0.23% 105
2024
Q3 		$93.9M Buy
1,663,000
+610,500
+58% +$34.5M 0.26% 94
2024
Q2 		$62.5M Buy
1,052,500
+686,500
+188% +$40.5M 0.18% 150
2024
Q1 		$21.2M Buy
366,000
+118,700
+48% +$6.21M 0.06% 424
2023
Q4 		$12.2M Sell
247,300
-124,700
-34% -$5.38M 0.03% 680
2023
Q3 		$15.2M Sell
372,000
-383,200
-51% -$16.5M 0.05% 453
2023
Q2 		$32.2M Sell
755,200
-177,800
-19% -$7.16M 0.13% 203
2023
Q1 		$34.9M Buy
933,000
+830,800
+813% +$36.2M 0.17% 150
2022
Q4 		$4.22M Sell
102,200
-187,900
-65% -$8.32M 0.03% 672
2022
Q3 		$11.7M Sell
290,100
-126,500
-30% -$5.43M 0.09% 290
2022
Q2 		$16.3M Buy
416,600
+82,200
+25% +$3.61M 0.15% 179
2022
Q1 		$16.2M Sell
334,400
-345,300
-51% -$18.5M 0.13% 220
2021
Q4 		$32.6M Sell
679,700
-840,000
-55% -$41.4M 0.23% 95
2021
Q3 		$70.5M Buy
1,519,700
+114,500
+8% +$5.3M 0.52% 23
2021
Q2 		$63.6M Buy
1,405,200
+100,700
+8% +$4.5M 0.5% 25
2021
Q1 		$51M Sell
1,304,500
-1,049,700
-45% -$37.2M 0.56% 25
2020
Q4 		$71M Buy
2,354,200
+11,300
+0.5% +$293K 0.67% 15
2020
Q3 		$55.1M Buy
2,342,900
+863,500
+58% +$21.3M 0.68% 19
2020
Q2 		$37.9M Buy
1,479,400
+957,900
+184% +$26.2M 0.6% 19
2020
Q1 		$15M Buy
521,500
+467,200
+860% +$19.9M 0.23% 123
2019
Q4 		$2.92M Buy
54,300
+2,700
+5% +$141K 0.02% 723
2019
Q3 		$2.6M Hold
51,600
– – 0.02% 707
2019
Q2 		$2.44M Sell
51,600
-2,900
-5% -$136K 0.02% 747
2019
Q1 		$2.63M Sell
54,500
-319,400
-85% -$15.7M 0.02% 704
2018
Q4 		$17.2M Sell
373,900
-126,300
-25% -$6.47M 0.15% 166
2018
Q3 		$26.3M Sell
500,200
-774,200
-61% -$44.2M 0.14% 183
2018
Q2 		$70.7M Buy
1,274,400
+781,200
+158% +$41.9M 0.37% 39
2018
Q1 		$25.8M Buy
493,200
+331,500
+205% +$19.7M 0.16% 190
2017
Q4 		$9.81M Buy
161,700
+31,800
+24% +$1.8M 0.05% 412
2017
Q3 		$7.16M Sell
129,900
-234,100
-64% -$12.4M 0.05% 426
2017
Q2 		$20.2M Sell
364,000
-454,900
-56% -$24.4M 0.16% 171
2017
Q1 		$45.6M Buy
818,900
+16,000
+2% +$908K 0.38% 59
2016
Q4 		$44.2M Buy
802,900
+787,400
+5,080% +$39.6M 0.38% 53
2016
Q3 		$686K Sell
15,500
-18,900
-55% -$904K 0.01% 1089
2016
Q2 		$1.63M Buy
+34,400
New +$1.68M 0.02% 797
2016
Q1 		– Sell
-72,900
Closed -$3.96M – 1883
2015
Q4 		$3.96M Sell
72,900
-4,000
-5% -$217K 0.04% 503
2015
Q3 		$3.95M Buy
76,900
+71,600
+1,351% +$3.94M 0.04% 448
2015
Q2 		$298K Buy
+5,300
New +$295K ﹤0.01% 1270
2015
Q1 		– Sell
-29,900
Closed -$1.64M – 1765
2014
Q4 		$1.64M Sell
29,900
-32,000
-52% -$1.69M 0.02% 750
2014
Q3 		$3.21M Sell
61,900
-58,500
-49% -$3.01M 0.04% 530
2014
Q2 		$6.33M Buy
120,400
+30,100
+33% +$1.51M 0.07% 363
2014
Q1 		$4.49M Sell
90,300
-183,900
-67% -$8.57M 0.05% 405
2013
Q4 		$12.4M Sell
274,200
-223,100
-45% -$9.64M 0.15% 149
2013
Q3 		$20.5M Buy
+497,300
New +$21.2M 0.28% 68

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. 2,800 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.
  • 2,800 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.