CAPTRUST 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 | $86.6M | Buy |
1,088,041
+159,003
| +17% | +$13.7M | 0.15% | 125 |
|
|
2025
Q4 | $86.6M | Buy |
929,038
+99,173
| +12% | +$8.61M | 0.16% | 118 |
|
|
2025
Q3 | $69.6M | Sell |
829,865
-4,726
| -0.6% | -$383K | 0.14% | 132 |
|
|
2025
Q2 | $66.9M | Buy |
834,591
+43,274
| +5% | +$3.12M | 0.15% | 130 |
|
|
2025
Q1 | $56.8M | Buy |
791,317
+19,780
| +3% | +$1.49M | 0.14% | 140 |
|
|
2024
Q4 | $54.2M | Buy |
771,537
+106,495
| +16% | +$7.27M | 0.15% | 128 |
|
|
2024
Q3 | $37.6M | Buy |
665,042
+26,780
| +4% | +$1.51M | 0.11% | 154 |
|
|
2024
Q2 | $37.9M | Buy |
638,262
+103,974
| +19% | +$6.14M | 0.12% | 144 |
|
|
2024
Q1 | $31M | Sell |
534,288
-274,393
| -34% | -$14.4M | 0.11% | 160 |
|
|
2023
Q4 | $39.8M | Buy |
808,681
+55,066
| +7% | +$2.38M | 0.14% | 143 |
|
|
2023
Q3 | $30.8M | Buy |
753,615
+116,526
| +18% | +$5.03M | 0.12% | 153 |
|
|
2023
Q2 | $27.2M | Buy |
637,089
+19,353
| +3% | +$779K | 0.11% | 159 |
|
|
2023
Q1 | $23.1M | Buy |
617,736
+5,124
| +0.8% | +$223K | 0.1% | 174 |
|
|
2022
Q4 | $25.3M | Buy |
612,612
+43,692
| +8% | +$1.93M | 0.13% | 154 |
|
|
2022
Q3 | $22.9M | Buy |
568,920
+64,840
| +13% | +$2.79M | 0.13% | 147 |
|
|
2022
Q2 | $19.7M | Buy |
504,080
+52,336
| +12% | +$2.3M | 0.13% | 163 |
|
|
2022
Q1 | $21.9M | Buy |
451,744
+106,222
| +31% | +$5.69M | 0.14% | 152 |
|
|
2021
Q4 | $16.6M | Buy |
345,522
+19,964
| +6% | +$983K | 0.11% | 175 |
|
|
2021
Q3 | $15.1M | Buy |
325,558
+38,350
| +13% | +$1.78M | 0.13% | 169 |
|
|
2021
Q2 | $13M | Buy |
287,208
+14,431
| +5% | +$644K | 0.12% | 170 |
|
|
2021
Q1 | $10.7M | Buy |
272,777
+52,267
| +24% | +$1.85M | 0.12% | 176 |
|
|
2020
Q4 | $6.66M | Buy |
220,510
+48,878
| +28% | +$1.27M | 0.09% | 209 |
|
|
2020
Q3 | $4.04M | Sell |
171,632
-1,710
| -1% | -$42.1K | 0.07% | 241 |
|
|
2020
Q2 | $4.35M | Buy |
173,342
+4,526
| +3% | +$124K | 0.07% | 242 |
|
|
2020
Q1 | $4.49M | Sell |
168,816
-18,409
| -10% | -$783K | 0.1% | 202 |
|
|
2019
Q4 | $10.1M | Buy |
187,225
+101,587
| +119% | +$5.32M | 0.16% | 150 |
|
|
2019
Q3 | $4.32M | Sell |
85,638
-3,058
| -3% | -$144K | 0.15% | 133 |
|
|
2019
Q2 | $4.2M | Sell |
88,696
-1,251
| -1% | -$58.5K | 0.16% | 131 |
|
|
2019
Q1 | $4.35M | Buy |
89,947
+9,596
| +12% | +$472K | 0.18% | 114 |
|
|
2018
Q4 | $3.7M | Sell |
80,351
-5,328
| -6% | -$273K | 0.2% | 99 |
|
|
2018
Q3 | $4.5M | Buy |
85,679
+51,822
| +153% | +$2.96M | 0.2% | 86 |
|
|
2018
Q2 | $1.88M | Buy |
33,857
+11,351
| +50% | +$608K | 0.1% | 119 |
|
|
2018
Q1 | $1.16M | Sell |
22,506
-1,739
| -7% | -$103K | 0.07% | 153 |
|
|
2017
Q4 | $1.47M | Buy |
24,245
+20,393
| +529% | +$1.15M | 0.09% | 130 |
|
|
2017
Q3 | $223K | Buy |
+3,852
| New | +$205K | 0.02% | 195 |
|
Other funds holding WFC
VCM
VPM
CAPTRUST Financial Advisors's WFC Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $13.7M and bringing the position to 1,088,041 shares worth $86.6M. The position accounts for 0.15% of the portfolio, ranked #125.
CAPTRUST Financial Advisors first reported a position in WFC in Q3 2017 and has held it in 35 quarters since. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- CAPTRUST Financial Advisors held 1,088,041 shares of Wells Fargo worth $86.6M as of Q1 2026.
- CAPTRUST Financial Advisors bought 159,003 Wells Fargo shares in Q1 2026, an estimated $13.7M.
- Wells Fargo made up 0.15% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #125 holding.
- CAPTRUST Financial Advisors first reported a position in Wells Fargo in Q3 2017 and has held it in 35 quarters since.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.