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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
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
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 Performance Advisors's WFC Position: Q1 2026 in Review

Capital Performance Advisors increased its Wells Fargo (WFC) stake by 6.4% in Q1 2026, buying an estimated $61.2K and bringing the position to 11,778 shares worth $938K. The position accounts for 0.06% of the portfolio, ranked #133.

Capital Performance Advisors first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capital Performance Advisors held 11,778 shares of Wells Fargo worth $938K as of Q1 2026.
  • Capital Performance Advisors bought 713 Wells Fargo shares in Q1 2026, an estimated $61.2K.
  • Wells Fargo made up 0.06% of Capital Performance Advisors's portfolio in Q1 2026, its #133 holding.
  • Capital Performance Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Wells Fargo position peaked at $1.03M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.