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Childress Capital Advisors’s Wells Fargo WFC Stock Holding History

Childress Capital 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 		$974K Sell
12,233
-1,534
-11% -$132K 0.18% 90
2025
Q4 		$1.28M Buy
13,767
+97
+0.7% +$8.42K 0.21% 74
2025
Q3 		$1.15M Buy
13,670
+246
+2% +$19.9K 0.21% 78
2025
Q2 		$1.08M Sell
13,424
-265
-2% -$19.1K 0.27% 60
2025
Q1 		$983K Buy
13,689
+2,351
+21% +$177K 0.28% 56
2024
Q4 		$796K Sell
11,338
-522
-4% -$35.6K 0.22% 66
2024
Q3 		$670K Buy
11,860
+100
+0.9% +$5.66K 0.18% 80
2024
Q2 		$698K Buy
11,760
+1,280
+12% +$75.6K 0.2% 78
2024
Q1 		$607K Buy
10,480
+833
+9% +$43.6K 0.18% 81
2023
Q4 		$475K Buy
9,647
+784
+9% +$33.8K 0.14% 96
2023
Q3 		$362K Buy
+8,863
New +$383K 0.12% 104
2023
Q1 		– Sell
-12,215
Closed -$504K – 176
2022
Q4 		$504K Buy
12,215
+595
+5% +$26.3K 0.17% 89
2022
Q3 		$484K Buy
11,620
+1,247
+12% +$53.6K 0.19% 85
2022
Q2 		$406K Sell
10,373
-1,077
-9% -$47.3K 0.16% 99
2022
Q1 		$556K Sell
11,450
-607
-5% -$32.5K 0.19% 90
2021
Q4 		$578K Sell
12,057
-2,718
-18% -$134K 0.24% 76
2021
Q3 		$685K Buy
14,775
+5,709
+63% +$264K 0.28% 70
2021
Q2 		$410K Sell
9,066
-4,092
-31% -$183K 0.19% 92
2021
Q1 		$514K Buy
13,158
+6,199
+89% +$219K 0.24% 83
2020
Q4 		$215K Buy
+6,959
New +$180K 0.13% 89

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Childress Capital Advisors's WFC Position: Q1 2026 in Review

Childress Capital Advisors reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $132K and leaving 12,233 shares worth $974K. The position accounts for 0.18% of the portfolio, ranked #90.

Childress Capital Advisors first reported a position in WFC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.28M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Childress Capital Advisors held 12,233 shares of Wells Fargo worth $974K as of Q1 2026.
  • Childress Capital Advisors sold 1,534 Wells Fargo shares in Q1 2026, an estimated $132K.
  • Wells Fargo made up 0.18% of Childress Capital Advisors's portfolio in Q1 2026, its #90 holding.
  • Childress Capital Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 20 quarters since.
  • Childress Capital Advisors's Wells Fargo position peaked at $1.28M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.