Capital Investment Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.62M | Buy |
31,650
+14,423
| +84% | +$1.16M | 0.16% | 152 |
|
|
2026
Q1 | $1.37M | Buy |
17,227
+84
| +0.5% | +$7.21K | 0.1% | 206 |
|
|
2025
Q4 | $1.6M | Buy |
17,143
+697
| +4% | +$60.5K | 0.11% | 182 |
|
|
2025
Q3 | $1.38M | Buy |
16,446
+152
| +0.9% | +$12.3K | 0.11% | 194 |
|
|
2025
Q2 | $1.31M | Buy |
16,294
+1,272
| +8% | +$91.7K | 0.11% | 192 |
|
|
2025
Q1 | $1.08M | Sell |
15,022
-28
| -0.2% | -$2.1K | 0.1% | 199 |
|
|
2024
Q4 | $1.06M | Sell |
15,050
-1,792
| -11% | -$122K | 0.1% | 183 |
|
|
2024
Q3 | $951K | Sell |
16,842
-210
| -1% | -$11.9K | 0.09% | 209 |
|
|
2024
Q2 | $1.01M | Sell |
17,052
-2,099
| -11% | -$124K | 0.1% | 190 |
|
|
2024
Q1 | $1.11M | Sell |
19,151
-1,267
| -6% | -$66.3K | 0.12% | 184 |
|
|
2023
Q4 | $1M | Sell |
20,418
-612
| -3% | -$26.4K | 0.09% | 193 |
|
|
2023
Q3 | $859K | Sell |
21,030
-95
| -0.4% | -$4.1K | 0.08% | 203 |
|
|
2023
Q2 | $902K | Buy |
21,125
+1,359
| +7% | +$54.7K | 0.09% | 187 |
|
|
2023
Q1 | $739K | Sell |
19,766
-1,439
| -7% | -$62.7K | 0.09% | 200 |
|
|
2022
Q4 | $876K | Buy |
21,205
+1,009
| +5% | +$44.7K | 0.1% | 182 |
|
|
2022
Q3 | $812K | Sell |
20,196
-86
| -0.4% | -$3.69K | 0.11% | 171 |
|
|
2022
Q2 | $794K | Buy |
20,282
+1,478
| +8% | +$64.9K | 0.1% | 184 |
|
|
2022
Q1 | $911K | Sell |
18,804
-5,617
| -23% | -$301K | 0.1% | 186 |
|
|
2021
Q4 | $1.17M | Sell |
24,421
-82
| -0.3% | -$4.04K | 0.14% | 153 |
|
|
2021
Q3 | $1.14M | Sell |
24,503
-13,428
| -35% | -$622K | 0.14% | 142 |
|
|
2021
Q2 | $1.72M | Buy |
37,931
+12,158
| +47% | +$543K | 0.22% | 93 |
|
|
2021
Q1 | $1.01M | Buy |
25,773
+6,821
| +36% | +$241K | 0.14% | 147 |
|
|
2020
Q4 | $572K | Buy |
18,952
+2,055
| +12% | +$53.2K | 0.08% | 227 |
|
|
2020
Q3 | $397K | Sell |
16,897
-1,632
| -9% | -$40.2K | 0.07% | 238 |
|
|
2020
Q2 | $474K | Buy |
18,529
+461
| +3% | +$12.6K | 0.1% | 188 |
|
|
2020
Q1 | $519K | Buy |
18,068
+4,149
| +30% | +$176K | 0.13% | 154 |
|
|
2019
Q4 | $749K | Buy |
13,919
+2,518
| +22% | +$132K | 0.2% | 110 |
|
|
2019
Q3 | $575K | Sell |
11,401
-104
| -0.9% | -$4.9K | 0.16% | 123 |
|
|
2019
Q2 | $535K | Buy |
11,505
+2,512
| +28% | +$117K | 0.16% | 130 |
|
|
2019
Q1 | $435K | Buy |
8,993
+104
| +1% | +$5.12K | 0.16% | 126 |
|
|
2018
Q4 | $410K | Sell |
8,889
-160
| -2% | -$8.2K | 0.18% | 116 |
|
|
2018
Q3 | $476K | Buy |
9,049
+1,426
| +19% | +$81.4K | 0.22% | 108 |
|
|
2018
Q2 | $423K | Buy |
7,623
+843
| +12% | +$45.2K | 0.21% | 122 |
|
|
2018
Q1 | $355K | Buy |
+6,780
| New | +$403K | 0.2% | 127 |
|
|
2017
Q1 | – | Sell |
-4,438
| Closed | -$245K | – | 152 |
|
|
2016
Q4 | $245K | Buy |
+4,438
| New | +$223K | 0.21% | 106 |
|
Other funds holding WFC
LMFP
CF
DJC
FWCM
DC
SL
Capital Investment Advisory Services's WFC Position: Q2 2026 in Review
Capital Investment Advisory Services increased its Wells Fargo (WFC) stake by 84% in Q2 2026, buying an estimated $1.16M and bringing the position to 31,650 shares worth $2.62M. The position accounts for 0.16% of the portfolio, ranked #152.
Capital Investment Advisory Services first reported a position in WFC in Q4 2016 and has held it in 35 quarters since. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Capital Investment Advisory Services held 31,650 shares of Wells Fargo worth $2.62M as of Q2 2026.
- Capital Investment Advisory Services bought 14,423 Wells Fargo shares in Q2 2026, an estimated $1.16M.
- Wells Fargo made up 0.16% of Capital Investment Advisory Services's portfolio in Q2 2026, its #152 holding.
- Capital Investment Advisory Services first reported a position in Wells Fargo in Q4 2016 and has held it in 35 quarters since.
- 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.