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Capital Square’s Wells Fargo WFC Stock Holding History

Capital Square’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 		$203K Buy
2,555
+37
+1% +$3.18K 0.09% 213
2025
Q4 		$235K Sell
2,518
-1,200
-32% -$104K 0.12% 183
2025
Q3 		$312K Buy
3,718
+50
+1% +$4.05K 0.16% 136
2025
Q2 		$303K Sell
3,668
-800
-18% -$57.7K 0.16% 138
2025
Q1 		$321K Hold
4,468
– – 0.19% 122
2024
Q4 		$345K Sell
4,468
-109
-2% -$7.44K 0.2% 122
2024
Q3 		$259K Buy
4,577
+179
+4% +$10.1K 0.16% 126
2024
Q2 		$260K Sell
4,398
-2,000
-31% -$118K 0.17% 124
2024
Q1 		$371K Buy
6,398
+1,398
+28% +$73.1K 0.26% 98
2023
Q4 		$246K Sell
5,000
-3,018
-38% -$130K 0.28% 86
2023
Q3 		$333K Hold
8,018
– – 0.45% 64
2023
Q2 		$342K Hold
8,018
– – 0.32% 89
2023
Q1 		$304K Sell
8,018
-2,488
-24% -$108K 0.28% 96
2022
Q4 		$434K Sell
10,506
-40,000
-79% -$1.77M 0.39% 75
2022
Q3 		$2.03M Hold
50,506
– – 1.85% 13
2022
Q2 		$1.98M Sell
50,506
-4,360
-8% -$191K 1.64% 13
2022
Q1 		$2.66M Sell
54,866
-2,798
-5% -$150K 1.9% 13
2021
Q4 		$3.02M Hold
57,664
– – 2.08% 9
2021
Q3 		$2.71M Hold
57,664
– – 1.92% 13
2021
Q2 		$2.64M Hold
57,664
– – 1.95% 14
2021
Q1 		$2.33M Hold
57,664
– – 1.74% 16
2020
Q4 		$1.74M Buy
57,664
+160
+0.3% +$4.14K 1.46% 18
2020
Q3 		$1.35M Hold
57,504
– – 1.4% 17
2020
Q2 		$1.47M Buy
57,504
+1
+0% +$27 1.57% 16
2020
Q1 		$1.65M Buy
57,503
+631
+1% +$26.8K 1.92% 11
2019
Q4 		$3.06M Buy
+56,872
New +$2.98M 2.92% 8

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 Square's WFC Position: Q1 2026 in Review

Capital Square increased its Wells Fargo (WFC) stake by 1.5% in Q1 2026, buying an estimated $3.18K and bringing the position to 2,555 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #213.

Capital Square first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.06M in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capital Square held 2,555 shares of Wells Fargo worth $203K as of Q1 2026.
  • Capital Square bought 37 Wells Fargo shares in Q1 2026, an estimated $3.18K.
  • Wells Fargo made up 0.09% of Capital Square's portfolio in Q1 2026, its #213 holding.
  • Capital Square first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • Capital Square's Wells Fargo position peaked at $3.06M in Q4 2019.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.