Carrera Capital Advisors’s Wells Fargo WFC Stock Holding History

Carrera Capital 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 Q2	$378K	Sell	4,569 -6,056	-57%	-$487K	0.06%	152
2026 Q1	$846K	Sell	10,625 -136	-1%	-$11.7K	0.13%	91
2025 Q4	$1M	Buy	10,761 +391	+4%	+$33.9K	0.17%	75
2025 Q3	$869K	Buy	10,370 +400	+4%	+$32.4K	0.16%	71
2025 Q2	$799K	Sell	9,970 -141	-1%	-$10.2K	0.16%	72
2025 Q1	$726K	Buy	10,111 +751	+8%	+$56.4K	0.16%	93
2024 Q4	$657K	Sell	9,360 -14	-0.1%	-$956	0.15%	90
2024 Q3	$530K	Buy	9,374 +535	+6%	+$30.3K	0.13%	74
2024 Q2	$525K	Buy	+8,839	New	+$522K	0.17%	58

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carrera Capital Advisors's WFC Position: Q2 2026 in Review

Carrera Capital Advisors reduced its Wells Fargo (WFC) stake by 57% in Q2 2026, selling an estimated $487K and leaving 4,569 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #152.

Carrera Capital Advisors first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Carrera Capital Advisors held 4,569 shares of Wells Fargo worth $378K as of Q2 2026.
Carrera Capital Advisors sold 6,056 Wells Fargo shares in Q2 2026, an estimated $487K.
Wells Fargo made up 0.06% of Carrera Capital Advisors's portfolio in Q2 2026, its #152 holding.
Carrera Capital Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's Wells Fargo position peaked at $1M in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.