Checchi Capital Advisers’s Wells Fargo WFC Stock Holding History

Checchi Capital Advisers’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
2022 Q1	–	Sell	-48,200	Closed	-$2.31M	–	573
2021 Q4	$2.31M	Hold	48,200	–	–	0.2%	83
2021 Q3	$2.24M	Hold	48,200	–	–	0.22%	78
2021 Q2	$2.18M	Hold	48,200	–	–	0.22%	85
2021 Q1	$1.88M	Sell	48,200 -48,200	-50%	-$1.71M	0.19%	94
2020 Q4	$2.91M	Hold	96,400	–	–	0.3%	58
2020 Q3	$2.27M	Hold	96,400	–	–	0.25%	67
2020 Q2	$2.47M	Sell	96,400 -64,000	-40%	-$1.75M	0.3%	51
2020 Q1	$4.6M	Buy	160,400 +7,200	+5%	+$306K	0.44%	19
2019 Q4	$8.24M	Hold	153,200	–	–	1.1%	11
2019 Q3	$7.73M	Hold	153,200	–	–	1.01%	12
2019 Q2	$7.25M	Sell	153,200 -76,200	-33%	-$3.56M	0.92%	15
2019 Q1	$11.1M	Hold	229,400	–	–	1.3%	6
2018 Q4	$10.6M	Buy	+229,400	New	+$11.7M	1.37%	9

Other funds holding WFC

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Checchi Capital Advisers's WFC Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Wells Fargo (WFC) stake by 0.6% in Q2 2026, selling an estimated $25K and leaving 51,113 shares worth $4.22M. The position accounts for 0.19% of the portfolio, ranked #92.

Checchi Capital Advisers first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $16.1M in Q2 2019. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Checchi Capital Advisers held 51,113 shares of Wells Fargo worth $4.22M as of Q2 2026.
Checchi Capital Advisers sold 311 Wells Fargo shares in Q2 2026, an estimated $25K.
Wells Fargo made up 0.19% of Checchi Capital Advisers's portfolio in Q2 2026, its #92 holding.
Checchi Capital Advisers first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
Checchi Capital Advisers's Wells Fargo position peaked at $16.1M in Q2 2019.
1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.