Capstone Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $258K | Sell |
3,241
-24
| -0.7% | -$2.06K | 0.01% | 142 |
|
|
2025
Q4 | $304K | Sell |
3,265
-48
| -1% | -$4.17K | 0.02% | 137 |
|
|
2025
Q3 | $278K | Buy |
3,313
+85
| +3% | +$6.89K | 0.02% | 141 |
|
|
2025
Q2 | $259K | Buy |
3,228
+1
| +0% | +$72 | 0.02% | 136 |
|
|
2025
Q1 | $232K | Hold |
3,227
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $227K | Buy |
+3,227
| New | +$220K | 0.01% | 136 |
|
|
2024
Q1 | – | Sell |
-4,657
| Closed | -$229K | – | 159 |
|
|
2023
Q4 | $229K | Buy |
+4,657
| New | +$201K | 0.02% | 123 |
|
|
2021
Q3 | – | Sell |
-5,125
| Closed | -$232K | – | 152 |
|
|
2021
Q2 | $232K | Buy |
+5,125
| New | +$229K | 0.02% | 121 |
|
|
2020
Q4 | – | Sell |
-11,675
| Closed | -$274K | – | 127 |
|
|
2020
Q3 | $274K | Sell |
11,675
-320
| -3% | -$7.89K | 0.03% | 80 |
|
|
2020
Q2 | $307K | Buy |
11,995
+3,011
| +34% | +$82.4K | 0.04% | 67 |
|
|
2020
Q1 | $258K | Buy |
8,984
+4,974
| +124% | +$211K | 0.03% | 64 |
|
|
2019
Q4 | $216K | Buy |
+4,010
| New | +$210K | 0.03% | 83 |
|
|
2018
Q1 | – | Sell |
-5,741
| Closed | -$348K | – | 102 |
|
|
2017
Q4 | $348K | Sell |
5,741
-1,894
| -25% | -$107K | 0.13% | 47 |
|
|
2017
Q3 | $421K | Sell |
7,635
-24
| -0.3% | -$1.28K | 0.19% | 37 |
|
|
2017
Q2 | $424K | Sell |
7,659
-2,810
| -27% | -$151K | 0.21% | 39 |
|
|
2017
Q1 | $583K | Buy |
10,469
+52
| +0.5% | +$2.95K | 0.3% | 29 |
|
|
2016
Q4 | $574K | Sell |
10,417
-2,152
| -17% | -$108K | 0.26% | 31 |
|
|
2016
Q3 | $557K | Sell |
12,569
-316
| -2% | -$15.1K | 0.3% | 31 |
|
|
2016
Q2 | $610K | Buy |
12,885
+8,450
| +191% | +$412K | 0.33% | 27 |
|
|
2016
Q1 | $214K | Buy |
4,435
+236
| +6% | +$11.6K | 0.08% | 59 |
|
|
2015
Q4 | $228K | Sell |
4,199
-200
| -5% | -$10.9K | 0.08% | 56 |
|
|
2015
Q3 | $226K | Sell |
4,399
-203
| -4% | -$11.2K | 0.1% | 54 |
|
|
2015
Q2 | $259K | Sell |
4,602
-2,040
| -31% | -$114K | 0.1% | 65 |
|
|
2015
Q1 | $361K | Buy |
6,642
+1,646
| +33% | +$89K | 0.14% | 49 |
|
|
2014
Q4 | $274K | Buy |
4,996
+220
| +5% | +$11.6K | 0.09% | 60 |
|
|
2014
Q3 | $248K | Buy |
4,776
+600
| +14% | +$30.9K | 0.15% | 50 |
|
|
2014
Q2 | $219K | Sell |
4,176
-1,709
| -29% | -$85.9K | 0.15% | 52 |
|
|
2014
Q1 | $293K | Buy |
5,885
+1,367
| +30% | +$63.7K | 0.18% | 40 |
|
|
2013
Q4 | $205K | Buy |
+4,518
| New | +$195K | 0.13% | 52 |
|
Other funds holding WFC
VCM
VPM
Capstone Financial Advisors's WFC Position: Q1 2026 in Review
Capstone Financial Advisors reduced its Wells Fargo (WFC) stake by 0.74% in Q1 2026, selling an estimated $2.06K and leaving 3,241 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #142.
Capstone Financial Advisors first reported a position in WFC in Q4 2013 and has held it in 29 quarters since. The position peaked at $610K in Q2 2016. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Capstone Financial Advisors held 3,241 shares of Wells Fargo worth $258K as of Q1 2026.
- Capstone Financial Advisors sold 24 Wells Fargo shares in Q1 2026, an estimated $2.06K.
- Wells Fargo made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #142 holding.
- Capstone Financial Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 29 quarters since.
- Capstone Financial Advisors's Wells Fargo position peaked at $610K in Q2 2016.
- 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.