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Capital Insight Partners’s Wells Fargo WFC Stock Holding History

Capital Insight Partners’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
-2,359
Closed -$220K – 120
2025
Q4 		$220K Buy
+2,359
New +$205K 0.05% 129
2020
Q1 		– Sell
-3,834
Closed -$206K – 102
2019
Q4 		$206K Sell
3,834
-269
-7% -$14.1K 0.09% 91
2019
Q3 		$207K Buy
+4,103
New +$193K 0.18% 77
2019
Q2 		– Sell
-4,519
Closed -$218K – 78
2019
Q1 		$218K Sell
4,519
-814
-15% -$40K 0.2% 74
2018
Q4 		$246K Hold
5,333
– – 0.25% 70
2018
Q3 		$280K Sell
5,333
-42,962
-89% -$2.45M 0.25% 70
2018
Q2 		$2.68M Buy
48,295
+704
+1% +$37.7K 2.2% 15
2018
Q1 		$2.49M Buy
47,591
+383
+0.8% +$22.8K 2.03% 17
2017
Q4 		$2.86M Buy
47,208
+174
+0.4% +$9.83K 2.24% 11
2017
Q3 		$2.59M Sell
47,034
-781
-2% -$41.5K 2.19% 14
2017
Q2 		$2.65M Buy
47,815
+1,764
+4% +$94.5K 2.35% 13
2017
Q1 		$2.56M Sell
46,051
-271
-0.6% -$15.4K 2.32% 12
2016
Q4 		$2.55M Sell
46,322
-201
-0.4% -$10.1K 2.53% 10
2016
Q3 		$2.06M Sell
46,523
-1,095
-2% -$52.4K 1.98% 25
2016
Q2 		$2.25M Buy
47,618
+16,265
+52% +$793K 2.14% 24
2016
Q1 		$1.52M Buy
+31,353
New +$1.54M 1.54% 33
2015
Q4 		– Sell
-7,257
Closed -$373K – 59
2015
Q3 		$373K Sell
7,257
-300
-4% -$16.5K 0.35% 46
2015
Q2 		$425K Buy
+7,557
New +$421K 0.36% 50

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 Insight Partners's WFC Position: Q1 2026 in Review

Capital Insight Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,359 shares — an estimated $220K sold.

Capital Insight Partners first reported a position in WFC in Q2 2015 and held it in 18 quarters. The position peaked at $2.86M in Q4 2017. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capital Insight Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 2,359 Wells Fargo shares in Q1 2026, an estimated $220K.
  • Capital Insight Partners first reported a position in Wells Fargo in Q2 2015 and held it in 18 quarters.
  • Capital Insight Partners's Wells Fargo position peaked at $2.86M in Q4 2017.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.