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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
Q2 		$914K Sell
11,062
-1,171
-10% -$94.1K 0.15% 102
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Childress Capital Advisors's WFC Position: Q2 2026 in Review

Childress Capital Advisors reduced its Wells Fargo (WFC) stake by 9.6% in Q2 2026, selling an estimated $94.1K and leaving 11,062 shares worth $914K. The position accounts for 0.15% of the portfolio, ranked #102.

Childress Capital Advisors first reported a position in WFC in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.28M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Childress Capital Advisors held 11,062 shares of Wells Fargo worth $914K as of Q2 2026.
  • Childress Capital Advisors sold 1,171 Wells Fargo shares in Q2 2026, an estimated $94.1K.
  • Wells Fargo made up 0.15% of Childress Capital Advisors's portfolio in Q2 2026, its #102 holding.
  • Childress Capital Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 21 quarters since.
  • Childress Capital Advisors's Wells Fargo position peaked at $1.28M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.