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 		$13.5M Sell
169,100
-256,800
-60% -$22.1M 0.06% 438
2025
Q4 		$39.7M Sell
425,900
-107,400
-20% -$9.32M 0.11% 245
2025
Q3 		$44.7M Buy
533,300
+64,200
+14% +$5.21M 0.12% 221
2025
Q2 		$37.6M Buy
469,100
+226,500
+93% +$16.3M 0.1% 281
2025
Q1 		$17.4M Sell
242,600
-408,900
-63% -$30.7M 0.05% 488
2024
Q4 		$45.8M Buy
651,500
+9,700
+2% +$662K 0.12% 246
2024
Q3 		$36.3M Buy
641,800
+127,600
+25% +$7.22M 0.1% 271
2024
Q2 		$30.5M Buy
514,200
+247,900
+93% +$14.6M 0.09% 300
2024
Q1 		$15.4M Sell
266,300
-30,100
-10% -$1.57M 0.04% 546
2023
Q4 		$14.6M Sell
296,400
-124,900
-30% -$5.39M 0.04% 594
2023
Q3 		$17.2M Sell
421,300
-153,700
-27% -$6.64M 0.06% 410
2023
Q2 		$24.5M Sell
575,000
-267,000
-32% -$10.7M 0.1% 280
2023
Q1 		$31.5M Buy
842,000
+810,200
+2,548% +$35.3M 0.15% 178
2022
Q4 		$1.31M Sell
31,800
-275,200
-90% -$12.2M 0.01% 1062
2022
Q3 		$12.3M Buy
307,000
+900
+0.3% +$38.7K 0.1% 276
2022
Q2 		$12M Buy
306,100
+8,200
+3% +$360K 0.11% 257
2022
Q1 		$14.4M Sell
297,900
-108,100
-27% -$5.79M 0.12% 247
2021
Q4 		$19.5M Sell
406,000
-631,600
-61% -$31.1M 0.14% 202
2021
Q3 		$48.2M Buy
1,037,600
+106,200
+11% +$4.92M 0.36% 45
2021
Q2 		$42.2M Buy
931,400
+405,200
+77% +$18.1M 0.33% 62
2021
Q1 		$20.6M Sell
526,200
-524,600
-50% -$18.6M 0.23% 120
2020
Q4 		$31.7M Sell
1,050,800
-164,800
-14% -$4.27M 0.3% 73
2020
Q3 		$28.6M Buy
1,215,600
+402,000
+49% +$9.91M 0.35% 70
2020
Q2 		$20.8M Buy
813,600
+585,100
+256% +$16M 0.33% 81
2020
Q1 		$6.56M Buy
228,500
+163,300
+250% +$6.94M 0.1% 261
2019
Q4 		$3.51M Buy
65,200
+14,100
+28% +$738K 0.03% 654
2019
Q3 		$2.58M Sell
51,100
-4,400
-8% -$207K 0.02% 711
2019
Q2 		$2.63M Sell
55,500
-65,100
-54% -$3.04M 0.02% 720
2019
Q1 		$5.83M Sell
120,600
-449,600
-79% -$22.1M 0.05% 442
2018
Q4 		$26.3M Sell
570,200
-158,400
-22% -$8.11M 0.23% 101
2018
Q3 		$38.3M Sell
728,600
-664,400
-48% -$37.9M 0.21% 110
2018
Q2 		$77.2M Buy
1,393,000
+924,900
+198% +$49.6M 0.4% 30
2018
Q1 		$24.5M Buy
468,100
+162,600
+53% +$9.66M 0.15% 200
2017
Q4 		$18.5M Buy
305,500
+78,100
+34% +$4.41M 0.1% 240
2017
Q3 		$12.5M Sell
227,400
-240,200
-51% -$12.8M 0.09% 276
2017
Q2 		$25.9M Sell
467,600
-620,800
-57% -$33.3M 0.21% 138
2017
Q1 		$60.6M Buy
1,088,400
+199,700
+22% +$11.3M 0.51% 33
2016
Q4 		$49M Buy
888,700
+872,500
+5,386% +$43.9M 0.42% 44
2016
Q3 		$717K Buy
+16,200
New +$775K 0.01% 1071
2015
Q4 		– Sell
-32,800
Closed -$1.68M – 1749
2015
Q3 		$1.68M Buy
32,800
+28,700
+700% +$1.58M 0.02% 668
2015
Q2 		$231K Sell
4,100
-12,300
-75% -$686K ﹤0.01% 1361
2015
Q1 		$892K Sell
16,400
-107,100
-87% -$5.79M 0.01% 825
2014
Q4 		$6.77M Sell
123,500
-43,200
-26% -$2.29M 0.08% 343
2014
Q3 		$8.65M Sell
166,700
-7,900
-5% -$406K 0.1% 258
2014
Q2 		$9.18M Buy
174,600
+33,100
+23% +$1.66M 0.1% 257
2014
Q1 		$7.04M Sell
141,500
-191,600
-58% -$8.92M 0.09% 268
2013
Q4 		$15.1M Sell
333,100
-148,300
-31% -$6.4M 0.19% 100
2013
Q3 		$19.9M Buy
+481,400
New +$20.5M 0.28% 71

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.