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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
Q2 		– Sell
-2,555
Closed -$203K – 251
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Square's WFC Position: Q2 2026 in Review

Capital Square sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,555 shares — an estimated $203K sold.

Capital Square first reported a position in WFC in Q4 2019 and held it in 26 quarters. The position peaked at $3.06M in Q4 2019. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Capital Square reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Capital Square sold 2,555 Wells Fargo shares in Q2 2026, an estimated $203K.
  • Capital Square first reported a position in Wells Fargo in Q4 2019 and held it in 26 quarters.
  • Capital Square's Wells Fargo position peaked at $3.06M in Q4 2019.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.