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 		$43.5M Buy
545,900
+150,200
+38% +$12.9M 0.08% 101
2025
Q4 		$36.9M Sell
395,700
-317,900
-45% -$27.6M 0.07% 121
2025
Q3 		$59.8M Buy
713,600
+326,900
+85% +$26.5M 0.11% 86
2025
Q2 		$31M Sell
386,700
-251,100
-39% -$18.1M 0.08% 106
2025
Q1 		$45.8M Sell
637,800
-799,100
-56% -$60M 0.12% 84
2024
Q4 		$101M Buy
1,436,900
+398,800
+38% +$27.2M 0.24% 49
2024
Q3 		$58.6M Sell
1,038,100
-422,900
-29% -$23.9M 0.18% 70
2024
Q2 		$86.8M Buy
1,461,000
+173,000
+13% +$10.2M 0.27% 50
2024
Q1 		$74.7M Sell
1,288,000
-53,500
-4% -$2.8M 0.27% 55
2023
Q4 		$66M Buy
1,341,500
+890,800
+198% +$38.4M 0.2% 73
2023
Q3 		$18.4M Buy
450,700
+131,700
+41% +$5.69M 0.08% 163
2023
Q2 		$13.6M Buy
319,000
+63,600
+25% +$2.56M 0.07% 205
2023
Q1 		$9.55M Sell
255,400
-127,700
-33% -$5.57M 0.05% 251
2022
Q4 		$15.8M Sell
383,100
-7,200
-2% -$319K 0.12% 153
2022
Q3 		$15.7M Sell
390,300
-39,100
-9% -$1.68M 0.09% 142
2022
Q2 		$16.8M Sell
429,400
-840,000
-66% -$36.9M 0.08% 156
2022
Q1 		$61.5M Sell
1,269,400
-2,582,300
-67% -$138M 0.17% 81
2021
Q4 		$185M Sell
3,851,700
-199,500
-5% -$9.82M 0.31% 59
2021
Q3 		$188M Buy
4,051,200
+775,200
+24% +$35.9M 0.37% 43
2021
Q2 		$148M Buy
3,276,000
+291,700
+10% +$13M 0.34% 60
2021
Q1 		$117M Buy
2,984,300
+981,900
+49% +$34.8M 0.34% 59
2020
Q4 		$60.4M Buy
2,002,400
+616,800
+45% +$16M 0.2% 90
2020
Q3 		$32.6M Buy
1,385,600
+284,600
+26% +$7.01M 0.17% 108
2020
Q2 		$28.2M Buy
1,101,000
+366,800
+50% +$10M 0.19% 96
2020
Q1 		$21.1M Sell
734,200
-873,300
-54% -$37.1M 0.34% 46
2019
Q4 		$86.5M Buy
1,607,500
+353,400
+28% +$18.5M 0.47% 30
2019
Q3 		$63.3M Buy
1,254,100
+228,700
+22% +$10.8M 0.43% 45
2019
Q2 		$48.5M Buy
1,025,400
+305,400
+42% +$14.3M 0.35% 63
2019
Q1 		$34.8M Buy
720,000
+375,800
+109% +$18.5M 0.32% 68
2018
Q4 		$15.9M Buy
344,200
+124,400
+57% +$6.37M 0.2% 85
2018
Q3 		$11.6M Buy
219,800
+105,900
+93% +$6.05M 0.13% 121
2018
Q2 		$6.32M Buy
113,900
+109,300
+2,376% +$5.86M 0.1% 133
2018
Q1 		$241K Buy
+4,600
New +$273K ﹤0.01% 294
2017
Q2 		– Sell
-30,000
Closed -$1.67M – 966
2017
Q1 		$1.67M Sell
30,000
-37,500
-56% -$2.13M 0.04% 321
2016
Q4 		$3.71M Buy
67,500
+30,000
+80% +$1.51M 0.11% 167
2016
Q3 		$1.66M Buy
+37,500
New +$1.79M 0.04% 292
2015
Q3 		– Sell
-50,600
Closed -$2.85M – 445
2015
Q2 		$2.85M Hold
50,600
– – 0.04% 204
2015
Q1 		$2.75M Buy
+50,600
New +$2.73M 0.04% 185
2013
Q3 		– Sell
-22,500
Closed -$928K – 567
2013
Q2 		$928K Buy
+22,500
New +$877K 0.01% 356

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.