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Cherry Creek Investment Advisors’s Wells Fargo WFC Stock Holding History

Cherry Creek Investment 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
Q3 		$346K Buy
4,327
+13
+0.3% +$1.13K 0.13% 90
2026
Q2 		$356K Buy
4,314
+14
+0.3% +$1.13K 0.14% 90
2026
Q1 		$342K Buy
4,300
+12
+0.3% +$1.03K 0.15% 88
2025
Q4 		$400K Buy
4,288
+12
+0.3% +$1.04K 0.17% 75
2025
Q3 		$358K Buy
4,276
+1
+0% +$81 0.16% 83
2025
Q2 		$343K Hold
4,275
– – 0.16% 82
2025
Q1 		$307K Buy
4,275
+12
+0.3% +$901 0.16% 86
2024
Q4 		$299K Buy
4,263
+12
+0.3% +$819 0.15% 85
2024
Q3 		$240K Buy
4,251
+15
+0.4% +$848 0.12% 94
2024
Q2 		$252K Buy
4,236
+13
+0.3% +$767 0.13% 90
2024
Q1 		$245K Sell
4,223
-2,107
-33% -$110K 0.13% 90
2023
Q4 		$312K Buy
6,330
+33
+0.5% +$1.42K 0.19% 71
2023
Q3 		$257K Buy
6,297
+36
+0.6% +$1.55K 0.17% 71
2023
Q2 		$267K Buy
6,261
+31
+0.5% +$1.25K 0.18% 72
2023
Q1 		$233K Buy
6,230
+28
+0.5% +$1.22K 0.17% 78
2022
Q4 		$256K Buy
6,202
+27
+0.4% +$1.2K 0.2% 72
2022
Q3 		$248K Buy
6,175
+28
+0.5% +$1.2K 0.21% 73
2022
Q2 		$241K Buy
6,147
+23
+0.4% +$1.01K 0.19% 77
2022
Q1 		$297K Buy
6,124
+20
+0.3% +$1.07K 0.2% 82
2021
Q4 		$293K Buy
6,104
+17
+0.3% +$837 0.18% 78
2021
Q3 		$282K Buy
6,087
+18
+0.3% +$833 0.19% 82
2021
Q2 		$275K Buy
+6,069
New +$271K 0.18% 86

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Cherry Creek Investment Advisors's WFC Position: Q3 2026 in Review

Cherry Creek Investment Advisors increased its Wells Fargo (WFC) stake by 0.3% in Q3 2026, buying an estimated $1.13K and bringing the position to 4,327 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #90.

Cherry Creek Investment Advisors first reported a position in WFC in Q2 2021 and has held it in 22 quarters since. The position peaked at $400K in Q4 2025. 319 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Cherry Creek Investment Advisors held 4,327 shares of Wells Fargo worth $346K as of Q3 2026.
  • Cherry Creek Investment Advisors bought 13 Wells Fargo shares in Q3 2026, an estimated $1.13K.
  • Wells Fargo made up 0.13% of Cherry Creek Investment Advisors's portfolio in Q3 2026, its #90 holding.
  • Cherry Creek Investment Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 22 quarters since.
  • Cherry Creek Investment Advisors's Wells Fargo position peaked at $400K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.