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Capital Group Private Client Services’s Wells Fargo WFC Stock Holding History

Capital Group Private Client Services’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
-5,633
Closed -$525K – 293
2025
Q4 		$525K Hold
5,633
– – 0.01% 242
2025
Q3 		$472K Sell
5,633
-12,660
-69% -$1.03M 0.01% 253
2025
Q2 		$1.47M Sell
18,293
-4,641
-20% -$335K 0.01% 222
2025
Q1 		$1.65M Sell
22,934
-691,581
-97% -$51.9M 0.02% 215
2024
Q4 		$50.2M Sell
714,515
-8,347
-1% -$570K 0.46% 58
2024
Q3 		$40.8M Sell
722,862
-292,890
-29% -$16.6M 0.39% 69
2024
Q2 		$60.3M Sell
1,015,752
-36,158
-3% -$2.13M 0.6% 44
2024
Q1 		$61M Buy
1,051,910
+88,911
+9% +$4.65M 0.62% 47
2023
Q4 		$47.4M Sell
962,999
-310,304
-24% -$13.4M 0.49% 59
2023
Q3 		$52M Buy
1,273,303
+214,374
+20% +$9.26M 0.63% 56
2023
Q2 		$45.2M Buy
1,058,929
+108,348
+11% +$4.36M 0.53% 67
2023
Q1 		$35.5M Buy
950,581
+216,468
+29% +$9.44M 0.44% 76
2022
Q4 		$30.3M Buy
734,113
+15,278
+2% +$676K 0.38% 79
2022
Q3 		$28.9M Buy
+718,835
New +$30.9M 0.41% 76

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Group Private Client Services's WFC Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 5,633 shares — an estimated $525K sold.

Capital Group Private Client Services first reported a position in WFC in Q3 2022 and held it in 14 quarters. The position peaked at $61M in Q1 2024. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capital Group Private Client Services reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 5,633 Wells Fargo shares in Q1 2026, an estimated $525K.
  • Capital Group Private Client Services first reported a position in Wells Fargo in Q3 2022 and held it in 14 quarters.
  • Capital Group Private Client Services's Wells Fargo position peaked at $61M in Q1 2024.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.