Capstone Investment Advisors
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Capstone Investment Advisors’s Wells Fargo WFC Stock Holding History

Capstone Investment 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 		$9.26M Buy
116,357
+100,567
+637% +$8.64M 0.02% 304
2025
Q4 		$1.47M Sell
15,790
-66,076
-81% -$5.74M ﹤0.01% 714
2025
Q3 		$6.86M Sell
81,866
-105,344
-56% -$8.54M 0.01% 394
2025
Q2 		$15M Buy
187,210
+141,626
+311% +$10.2M 0.04% 185
2025
Q1 		$3.27M Buy
45,584
+4,918
+12% +$369K 0.01% 556
2024
Q4 		$2.86M Buy
40,666
+21,276
+110% +$1.45M 0.01% 728
2024
Q3 		$1.1M Buy
19,390
+8,924
+85% +$505K ﹤0.01% 931
2024
Q2 		$622K Sell
10,466
-8,361
-44% -$494K ﹤0.01% 1201
2024
Q1 		$1.09M Sell
18,827
-60,635
-76% -$3.17M ﹤0.01% 1094
2023
Q4 		$3.91M Sell
79,462
-93,741
-54% -$4.05M 0.01% 611
2023
Q3 		$7.08M Buy
173,203
+81,557
+89% +$3.52M 0.03% 349
2023
Q2 		$3.91M Sell
91,646
-75,558
-45% -$3.04M 0.02% 447
2023
Q1 		$6.25M Sell
167,204
-97,969
-37% -$4.27M 0.03% 318
2022
Q4 		$10.9M Buy
265,173
+69,733
+36% +$3.09M 0.08% 211
2022
Q3 		$7.86M Buy
195,440
+124,145
+174% +$5.33M 0.05% 286
2022
Q2 		$2.79M Sell
71,295
-220,309
-76% -$9.67M 0.01% 636
2022
Q1 		$14.1M Buy
291,604
+196,064
+205% +$10.5M 0.04% 349
2021
Q4 		$4.58M Sell
95,540
-86,597
-48% -$4.26M 0.01% 849
2021
Q3 		$8.45M Buy
182,137
+179,084
+5,866% +$8.29M 0.02% 676
2021
Q2 		$138K Sell
3,053
-16,004
-84% -$715K ﹤0.01% 1539
2021
Q1 		$745K Sell
19,057
-562,984
-97% -$19.9M ﹤0.01% 1188
2020
Q4 		$17.6M Sell
582,041
-161,163
-22% -$4.17M 0.06% 266
2020
Q3 		$17.5M Buy
743,204
+289,527
+64% +$7.13M 0.09% 198
2020
Q2 		$11.6M Buy
453,677
+181,876
+67% +$4.98M 0.08% 226
2020
Q1 		$7.8M Buy
271,801
+130,892
+93% +$5.56M 0.13% 174
2019
Q4 		$7.58M Buy
140,909
+115,089
+446% +$6.03M 0.04% 431
2019
Q3 		$1.3M Sell
25,820
-242,061
-90% -$11.4M 0.01% 850
2019
Q2 		$12.7M Buy
267,881
+113,214
+73% +$5.29M 0.09% 233
2019
Q1 		$7.47M Buy
154,667
+55,662
+56% +$2.74M 0.07% 278
2018
Q4 		$4.56M Buy
99,005
+36,144
+57% +$1.85M 0.06% 260
2018
Q3 		$3.3M Buy
62,861
+44,444
+241% +$2.54M 0.04% 331
2018
Q2 		$1.02M Buy
18,417
+15,318
+494% +$821K 0.02% 378
2018
Q1 		$162K Buy
+3,099
New +$184K ﹤0.01% 315
2017
Q4 		– Sell
-6,991
Closed -$385K – 676
2017
Q3 		$385K Buy
+6,991
New +$372K 0.01% 359
2017
Q1 		– Sell
-43,404
Closed -$2.46M – 1142
2016
Q4 		$2.39M Sell
43,404
-80,049
-65% -$4.03M 0.07% 243
2016
Q3 		$5.47M Buy
+123,453
New +$5.91M 0.12% 136
2016
Q1 		– Sell
-4,200
Closed -$228K – 779
2015
Q4 		$228K Buy
+4,200
New +$228K 0.01% 417
2014
Q2 		– Sell
-18,952
Closed -$942K – 468
2014
Q1 		$942K Buy
18,952
+5,564
+42% +$259K 0.01% 301
2013
Q4 		$607K Buy
13,388
+1,244
+10% +$53.7K 0.01% 424
2013
Q3 		$501K Buy
+12,144
New +$518K 0.01% 460

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

Capstone Investment Advisors's WFC Position: Q1 2026 in Review

Capstone Investment Advisors increased its Wells Fargo (WFC) stake by 637% in Q1 2026, buying an estimated $8.64M and bringing the position to 116,357 shares worth $9.26M. The position accounts for 0.02% of the portfolio, ranked #304.

Capstone Investment Advisors first reported a position in WFC in Q3 2013 and has held it in 40 quarters since. The position peaked at $17.6M in Q4 2020. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Capstone Investment Advisors held 116,357 shares of Wells Fargo worth $9.26M as of Q1 2026.
  • Capstone Investment Advisors bought 100,567 Wells Fargo shares in Q1 2026, an estimated $8.64M.
  • Wells Fargo made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #304 holding.
  • Capstone Investment Advisors first reported a position in Wells Fargo in Q3 2013 and has held it in 40 quarters since.
  • Capstone Investment Advisors's Wells Fargo position peaked at $17.6M in Q4 2020.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.