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 		$9.16M Buy
115,000
+75,400
+190% +$6.48M 0.02% 309
2025
Q4 		$3.69M Sell
39,600
-122,000
-75% -$10.6M 0.01% 436
2025
Q3 		$13.5M Buy
161,600
+95,700
+145% +$7.76M 0.03% 263
2025
Q2 		$5.28M Sell
65,900
-140,500
-68% -$10.1M 0.01% 381
2025
Q1 		$14.8M Sell
206,400
-272,600
-57% -$20.5M 0.04% 229
2024
Q4 		$33.6M Buy
479,000
+194,000
+68% +$13.2M 0.08% 144
2024
Q3 		$16.1M Sell
285,000
-94,400
-25% -$5.34M 0.05% 215
2024
Q2 		$22.5M Buy
379,400
+51,600
+16% +$3.05M 0.07% 171
2024
Q1 		$19M Sell
327,800
-76,000
-19% -$3.98M 0.07% 186
2023
Q4 		$19.9M Buy
403,800
+252,200
+166% +$10.9M 0.06% 208
2023
Q3 		$6.19M Sell
151,600
-3,300
-2% -$142K 0.03% 379
2023
Q2 		$6.61M Buy
154,900
+27,300
+21% +$1.1M 0.03% 323
2023
Q1 		$4.77M Sell
127,600
-175,500
-58% -$7.65M 0.02% 374
2022
Q4 		$12.5M Buy
303,100
+36,500
+14% +$1.62M 0.09% 182
2022
Q3 		$10.7M Sell
266,600
-56,200
-17% -$2.41M 0.06% 215
2022
Q2 		$12.6M Sell
322,800
-247,300
-43% -$10.9M 0.06% 207
2022
Q1 		$27.6M Sell
570,100
-367,800
-39% -$19.7M 0.08% 202
2021
Q4 		$45M Sell
937,900
-242,100
-21% -$11.9M 0.08% 230
2021
Q3 		$54.8M Buy
1,180,000
+77,900
+7% +$3.61M 0.11% 165
2021
Q2 		$49.9M Buy
1,102,100
+148,100
+16% +$6.61M 0.11% 165
2021
Q1 		$37.3M Buy
954,000
+500,100
+110% +$17.7M 0.11% 172
2020
Q4 		$13.7M Buy
453,900
+81,600
+22% +$2.11M 0.05% 320
2020
Q3 		$8.75M Buy
372,300
+36,600
+11% +$902K 0.04% 355
2020
Q2 		$8.59M Buy
335,700
+201,800
+151% +$5.52M 0.06% 295
2020
Q1 		$3.84M Sell
133,900
-447,600
-77% -$19M 0.06% 342
2019
Q4 		$31.3M Buy
581,500
+139,100
+31% +$7.29M 0.17% 129
2019
Q3 		$22.3M Buy
442,400
+157,000
+55% +$7.4M 0.15% 132
2019
Q2 		$13.5M Buy
285,400
+56,100
+24% +$2.62M 0.1% 219
2019
Q1 		$11.1M Buy
229,300
+68,900
+43% +$3.39M 0.1% 193
2018
Q4 		$7.39M Buy
160,400
+75,100
+88% +$3.85M 0.09% 178
2018
Q3 		$4.48M Buy
85,300
+67,000
+366% +$3.83M 0.05% 270
2018
Q2 		$1.01M Buy
+18,300
New +$980K 0.02% 381
2017
Q2 		– Sell
-25,400
Closed -$1.41M – 965
2017
Q1 		$1.41M Sell
25,400
-4,900
-16% -$278K 0.04% 359
2016
Q4 		$1.67M Buy
30,300
+25,400
+518% +$1.28M 0.05% 310
2016
Q3 		$216K Buy
+4,900
New +$234K ﹤0.01% 673
2015
Q3 		– Sell
-18,800
Closed -$1.06M – 444
2015
Q2 		$1.06M Hold
18,800
– – 0.01% 250
2015
Q1 		$1.02M Buy
+18,800
New +$1.02M 0.02% 234
2013
Q3 		– Sell
-110,400
Closed -$4.56M – 566
2013
Q2 		$4.56M Buy
+110,400
New +$4.3M 0.05% 154

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. 2,801 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.
  • 2,801 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.