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Citadel Investment Advisory’s Wells Fargo WFC Stock Holding History

Citadel Investment Advisory’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 		$1.63M Hold
19,775
– – 0.74% 28
2026
Q1 		$1.57M Sell
19,775
-366
-2% -$31.4K 0.75% 28
2025
Q4 		$1.88M Sell
20,141
-200
-1% -$17.4K 0.81% 27
2025
Q3 		$1.71M Hold
20,341
– – 0.78% 26
2025
Q2 		$1.63M Sell
20,341
-700
-3% -$50.5K 0.79% 27
2025
Q1 		$1.51M Hold
21,041
– – 0.74% 28
2024
Q4 		$1.48M Sell
21,041
-50
-0.2% -$3.41K 0.77% 28
2024
Q3 		$1.19M Sell
21,091
-300
-1% -$17K 0.63% 31
2024
Q2 		$1.27M Sell
21,391
-1,045
-5% -$61.7K 0.72% 29
2024
Q1 		$1.3M Sell
22,436
-2,250
-9% -$118K 0.73% 30
2023
Q4 		$1.22M Sell
24,686
-871
-3% -$37.6K 0.74% 29
2023
Q3 		$1.04M Hold
25,557
– – 0.68% 30
2023
Q2 		$1.09M Sell
25,557
-300
-1% -$12.1K 0.71% 30
2023
Q1 		$967K Buy
25,857
+50
+0.2% +$2.18K 0.66% 37
2022
Q4 		$1.07M Sell
25,807
-550
-2% -$24.3K 0.73% 32
2022
Q3 		$1.06M Buy
26,357
+150
+0.6% +$6.44K 0.81% 29
2022
Q2 		$1.03M Sell
26,207
-3,600
-12% -$158K 0.7% 31
2022
Q1 		$1.44M Sell
29,807
-409
-1% -$21.9K 0.84% 30
2021
Q4 		$1.45M Sell
30,216
-150
-0.5% -$7.38K 0.85% 32
2021
Q3 		$1.41M Hold
30,366
– – 0.87% 31
2021
Q2 		$1.38M Sell
30,366
-2,880
-9% -$129K 0.85% 34
2021
Q1 		$1.3M Hold
33,246
– – 0.85% 35
2020
Q4 		$1M Buy
+33,246
New +$861K 0.72% 38

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Citadel Investment Advisory's WFC Position: Q2 2026 in Review

Citadel Investment Advisory held its Wells Fargo (WFC) position steady in Q2 2026 at 19,775 shares worth $1.63M. The position accounts for 0.74% of the portfolio, ranked #28.

Citadel Investment Advisory first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q4 2025. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Citadel Investment Advisory held 19,775 shares of Wells Fargo worth $1.63M as of Q2 2026.
  • Citadel Investment Advisory left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.74% of Citadel Investment Advisory's portfolio in Q2 2026, its #28 holding.
  • Citadel Investment Advisory first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's Wells Fargo position peaked at $1.88M in Q4 2025.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.