Capital Management Associates Inc’s Wells Fargo WFC Stock Holding History

Capital Management Associates Inc’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 Q2	$338K	Sell	4,095 -97	-2%	-$7.79K	0.07%	125
2026 Q1	$334K	Buy	4,192 +9	+0.2%	+$773	0.08%	117
2025 Q4	$390K	Sell	4,183 -3,240	-44%	-$281K	0.09%	108
2025 Q3	$622K	Buy	7,423 +1,255	+20%	+$102K	0.17%	68
2025 Q2	$494K	Buy	6,168 +2,464	+67%	+$178K	0.16%	72
2025 Q1	$266K	Buy	3,704 +136	+4%	+$10.2K	0.06%	108
2024 Q4	$251K	Sell	3,568 -531	-13%	-$36.3K	0.09%	92
2024 Q3	$232K	Sell	4,099 -22	-0.5%	-$1.24K	0.09%	90
2024 Q2	$245K	Buy	+4,121	New	+$243K	0.15%	68

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Capital Management Associates Inc's WFC Position: Q2 2026 in Review

Capital Management Associates Inc reduced its Wells Fargo (WFC) stake by 2.3% in Q2 2026, selling an estimated $7.79K and leaving 4,095 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #125.

Capital Management Associates Inc first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $622K in Q3 2025. 805 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Capital Management Associates Inc held 4,095 shares of Wells Fargo worth $338K as of Q2 2026.
Capital Management Associates Inc sold 97 Wells Fargo shares in Q2 2026, an estimated $7.79K.
Wells Fargo made up 0.07% of Capital Management Associates Inc's portfolio in Q2 2026, its #125 holding.
Capital Management Associates Inc first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Capital Management Associates Inc's Wells Fargo position peaked at $622K in Q3 2025.
805 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.