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Capital Investment Advisors’s Wells Fargo WFC Stock Holding History

Capital Investment Advisors’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 		$3.1M Sell
38,931
-1,637
-4% -$141K 0.05% 182
2025
Q4 		$3.78M Buy
40,568
+1,547
+4% +$134K 0.06% 169
2025
Q3 		$3.27M Sell
39,021
-3,341
-8% -$271K 0.05% 172
2025
Q2 		$3.39M Sell
42,362
-2,593
-6% -$187K 0.06% 166
2025
Q1 		$3.23M Sell
44,955
-2,103
-4% -$158K 0.06% 163
2024
Q4 		$3.31M Sell
47,058
-2,197
-4% -$150K 0.07% 156
2024
Q3 		$2.78M Sell
49,255
-2,697
-5% -$153K 0.06% 171
2024
Q2 		$3.09M Sell
51,952
-4,534
-8% -$268K 0.07% 160
2024
Q1 		$3.27M Sell
56,486
-78
-0.1% -$4.08K 0.08% 155
2023
Q4 		$2.78M Sell
56,564
-397
-0.7% -$17.1K 0.07% 157
2023
Q3 		$2.33M Sell
56,961
-2,137
-4% -$92.3K 0.06% 172
2023
Q2 		$2.52M Sell
59,098
-2,059
-3% -$82.9K 0.08% 145
2023
Q1 		$2.29M Sell
61,157
-2,078
-3% -$90.6K 0.07% 159
2022
Q4 		$2.61M Buy
63,235
+809
+1% +$35.8K 0.08% 149
2022
Q3 		$2.51M Buy
62,426
+237
+0.4% +$10.2K 0.09% 149
2022
Q2 		$2.44M Buy
62,189
+23
+0% +$1.01K 0.08% 159
2022
Q1 		$3.01M Sell
62,166
-394
-0.6% -$21.1K 0.09% 150
2021
Q4 		$3M Buy
62,560
+709
+1% +$34.9K 0.09% 144
2021
Q3 		$2.87M Buy
61,851
+582
+0.9% +$26.9K 0.1% 148
2021
Q2 		$2.77M Sell
61,269
-75
-0.1% -$3.35K 0.1% 153
2021
Q1 		$2.4M Buy
61,344
+3,958
+7% +$140K 0.09% 159
2020
Q4 		$1.73M Sell
57,386
-60,084
-51% -$1.56M 0.07% 178
2020
Q3 		$2.76M Sell
117,470
-6,013
-5% -$148K 0.13% 119
2020
Q2 		$3.16M Buy
123,483
+1,468
+1% +$40.2K 0.16% 107
2020
Q1 		$3.5M Buy
122,015
+2,429
+2% +$103K 0.22% 96
2019
Q4 		$6.43M Buy
119,586
+19,106
+19% +$1M 0.31% 82
2019
Q3 		$5.07M Buy
100,480
+17,121
+21% +$807K 0.27% 92
2019
Q2 		$3.94M Sell
83,359
-4,885
-6% -$228K 0.22% 103
2019
Q1 		$4.26M Sell
88,244
-9,751
-10% -$480K 0.25% 96
2018
Q4 		$4.52M Sell
97,995
-1,688
-2% -$86.5K 0.3% 76
2018
Q3 		$5.24M Sell
99,683
-3,342
-3% -$191K 0.31% 67
2018
Q2 		$5.71M Sell
103,025
-2,124
-2% -$114K 0.36% 60
2018
Q1 		$5.51M Sell
105,149
-1,575
-1% -$93.6K 0.36% 60
2017
Q4 		$6.47M Sell
106,724
-2,201
-2% -$124K 0.42% 55
2017
Q3 		$6.01M Sell
108,925
-5,231
-5% -$278K 0.41% 58
2017
Q2 		$6.33M Buy
114,156
+3,641
+3% +$195K 0.45% 53
2017
Q1 		$6.15M Buy
110,515
+6,207
+6% +$352K 0.47% 51
2016
Q4 		$5.75M Buy
104,308
+16,888
+19% +$849K 0.48% 53
2016
Q3 		$3.87M Buy
87,420
+18,947
+28% +$907K 0.34% 65
2016
Q2 		$3.24M Buy
68,473
+324
+0.5% +$15.8K 0.3% 73
2016
Q1 		$3.3M Buy
68,149
+1,578
+2% +$77.3K 0.32% 68
2015
Q4 		$3.62M Buy
66,571
+2,525
+4% +$137K 0.37% 60
2015
Q3 		$3.29M Buy
64,046
+10,470
+20% +$576K 0.37% 60
2015
Q2 		$3.01M Buy
53,576
+3,796
+8% +$212K 0.32% 76
2015
Q1 		$2.71M Buy
49,780
+591
+1% +$31.9K 0.29% 80
2014
Q4 		$2.7M Buy
49,189
+3,071
+7% +$163K 0.3% 76
2014
Q3 		$2.39M Buy
46,118
+1,925
+4% +$99K 0.27% 85
2014
Q2 		$2.32M Buy
44,193
+1,588
+4% +$79.8K 0.27% 92
2014
Q1 		$2.12M Buy
42,605
+969
+2% +$45.1K 0.27% 96
2013
Q4 		$1.89M Buy
+41,636
New +$1.8M 0.25% 98

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 Investment Advisors's WFC Position: Q1 2026 in Review

Capital Investment Advisors reduced its Wells Fargo (WFC) stake by 4% in Q1 2026, selling an estimated $141K and leaving 38,931 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #182.

Capital Investment Advisors first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.47M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capital Investment Advisors held 38,931 shares of Wells Fargo worth $3.1M as of Q1 2026.
  • Capital Investment Advisors sold 1,637 Wells Fargo shares in Q1 2026, an estimated $141K.
  • Wells Fargo made up 0.05% of Capital Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • Capital Investment Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Wells Fargo position peaked at $6.47M in Q4 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.