Capital Performance Advisors’s Wells Fargo WFC Stock Holding History

Capital Performance 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 Q2	$579K	Sell	7,006 -4,772	-41%	-$383K	0.04%	152
2026 Q1	$938K	Buy	11,778 +713	+6%	+$61.2K	0.06%	133
2025 Q4	$1.03M	Buy	11,065 +3,050	+38%	+$265K	0.07%	112
2025 Q3	$672K	Sell	8,015 -500	-6%	-$40.5K	0.11%	97
2025 Q2	$682K	Buy	8,515 +654	+8%	+$47.2K	0.13%	79
2025 Q1	$564K	Buy	7,861 +3,515	+81%	+$264K	0.12%	89
2024 Q4	$305K	Buy	4,346 +2,582	+146%	+$176K	0.1%	92
2024 Q3	$99.7K	Buy	+1,764	New	+$99.8K	0.03%	197

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's WFC Position: Q2 2026 in Review

Capital Performance Advisors reduced its Wells Fargo (WFC) stake by 41% in Q2 2026, selling an estimated $383K and leaving 7,006 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #152.

Capital Performance Advisors first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Capital Performance Advisors held 7,006 shares of Wells Fargo worth $579K as of Q2 2026.
Capital Performance Advisors sold 4,772 Wells Fargo shares in Q2 2026, an estimated $383K.
Wells Fargo made up 0.04% of Capital Performance Advisors's portfolio in Q2 2026, its #152 holding.
Capital Performance Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
Capital Performance Advisors's Wells Fargo position peaked at $1.03M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.