CSPIA
WFC icon

Cary Street Partners Investment Advisory’s Wells Fargo WFC Stock Holding History

Cary Street Partners Investment Advisory’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 		$646K Buy
7,811
+338
+5% +$27.2K 0.13% 162
2026
Q1 		$595K Sell
7,473
-272
-4% -$23.4K 0.15% 148
2025
Q4 		$722K Buy
7,745
+998
+15% +$86.6K 0.19% 125
2025
Q3 		$566K Buy
6,747
+656
+11% +$53.2K 0.24% 94
2025
Q2 		$488K Buy
6,091
+899
+17% +$64.8K 0.24% 102
2025
Q1 		$373K Buy
5,192
+762
+17% +$57.2K 0.21% 119
2024
Q4 		$311K Sell
4,430
-11,067
-71% -$756K 0.2% 128
2024
Q3 		$875K Sell
15,497
-1,591
-9% -$90K 0.03% 384
2024
Q2 		$1.01M Buy
17,088
+60
+0.4% +$3.54K 0.04% 344
2024
Q1 		$987K Sell
17,028
-59
-0.3% -$3.09K 0.04% 343
2023
Q4 		$841K Sell
17,087
-519
-3% -$22.4K 0.04% 339
2023
Q3 		$719K Buy
17,606
+364
+2% +$15.7K 0.04% 350
2023
Q2 		$736K Buy
17,242
+5,647
+49% +$227K 0.05% 309
2023
Q1 		$433K Buy
11,595
+36
+0.3% +$1.57K 0.03% 356
2022
Q4 		$477K Sell
11,559
-938
-8% -$41.5K 0.04% 338
2022
Q3 		$503K Buy
12,497
+261
+2% +$11.2K 0.04% 311
2022
Q2 		$479K Buy
+12,236
New +$537K 0.04% 305
2021
Q1 		– Sell
-20,094
Closed -$606K – 417
2020
Q4 		$606K Buy
20,094
+16,760
+503% +$434K 0.12% 162
2020
Q3 		$78K Buy
+3,334
New +$82.2K 0.02% 417
2018
Q4 		$234K Buy
+5,087
New +$261K 0.23% 84

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's WFC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Wells Fargo (WFC) stake by 4.5% in Q2 2026, buying an estimated $27.2K and bringing the position to 7,811 shares worth $646K. The position accounts for 0.13% of the portfolio, ranked #162.

Cary Street Partners Investment Advisory first reported a position in WFC in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.01M in Q2 2024. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 7,811 shares of Wells Fargo worth $646K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 338 Wells Fargo shares in Q2 2026, an estimated $27.2K.
  • Wells Fargo made up 0.13% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #162 holding.
  • Cary Street Partners Investment Advisory first reported a position in Wells Fargo in Q4 2018 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's Wells Fargo position peaked at $1.01M in Q2 2024.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.