CWA
WFC icon

CM Wealth Advisors’s Wells Fargo WFC Stock Holding History

CM Wealth 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 		– Sell
-4,110
Closed -$327K – 202
2026
Q1 		$327K Buy
4,110
+382
+10% +$32.8K 0.07% 108
2025
Q4 		$347K Buy
+3,728
New +$324K 0.08% 101
2025
Q2 		– Sell
-3,110
Closed -$223K – 89
2025
Q1 		$223K Hold
3,110
– – 0.07% 79
2024
Q4 		$218K Buy
+3,110
New +$212K 0.07% 81
2024
Q2 		– Sell
-6,662
Closed -$401K – 182
2024
Q1 		$401K Buy
+6,662
New +$349K 0.11% 102
2023
Q3 		– Sell
-8,216
Closed -$379K – 176
2023
Q2 		$379K Sell
8,216
-27,067
-77% -$1.09M 0.12% 85
2023
Q1 		$1.39M Buy
+35,283
New +$1.54M 0.27% 93

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

CM Wealth Advisors's WFC Position: Q2 2026 in Review

CM Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 4,110 shares — an estimated $327K sold.

CM Wealth Advisors first reported a position in WFC in Q1 2023 and held it in 7 quarters. The position peaked at $1.39M in Q1 2023. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CM Wealth Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • CM Wealth Advisors sold 4,110 Wells Fargo shares in Q2 2026, an estimated $327K.
  • CM Wealth Advisors first reported a position in Wells Fargo in Q1 2023 and held it in 7 quarters.
  • CM Wealth Advisors's Wells Fargo position peaked at $1.39M in Q1 2023.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.