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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cherry Creek Investment Advisors's WFC Position: Q1 2026 in Review

Cherry Creek Investment Advisors increased its Wells Fargo (WFC) stake by 0.28% in Q1 2026, buying an estimated $1.03K and bringing the position to 4,300 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #88.

Cherry Creek Investment Advisors first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $400K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Cherry Creek Investment Advisors held 4,300 shares of Wells Fargo worth $342K as of Q1 2026.
Cherry Creek Investment Advisors bought 12 Wells Fargo shares in Q1 2026, an estimated $1.03K.
Wells Fargo made up 0.15% of Cherry Creek Investment Advisors's portfolio in Q1 2026, its #88 holding.
Cherry Creek Investment Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
Cherry Creek Investment Advisors's Wells Fargo position peaked at $400K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.