Cascades Capital Asset Management’s Wells Fargo WFC Stock Holding History

Cascades Capital Asset Management’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	$283K	Sell	3,423 -202	-6%	-$16.2K	0.1%	110
2026 Q1	$289K	Sell	3,625 -2,251	-38%	-$193K	0.12%	107
2025 Q4	$548K	Buy	5,876 +783	+15%	+$68K	0.23%	72
2025 Q3	$427K	Buy	5,093 +2,300	+82%	+$187K	0.19%	77
2025 Q2	$224K	Buy	2,793 +968	+53%	+$69.8K	0.12%	103
2025 Q1	$131K	Buy	+1,825	New	+$137K	0.07%	131

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

Cascades Capital Asset Management's WFC Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Wells Fargo (WFC) stake by 5.6% in Q2 2026, selling an estimated $16.2K and leaving 3,423 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #110.

Cascades Capital Asset Management first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $548K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cascades Capital Asset Management held 3,423 shares of Wells Fargo worth $283K as of Q2 2026.
Cascades Capital Asset Management sold 202 Wells Fargo shares in Q2 2026, an estimated $16.2K.
Wells Fargo made up 0.1% of Cascades Capital Asset Management's portfolio in Q2 2026, its #110 holding.
Cascades Capital Asset Management first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Cascades Capital Asset Management's Wells Fargo position peaked at $548K in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.