Coastal Bridge Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Coastal Bridge Advisors's WFC Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Wells Fargo (WFC) stake by 2.7% in Q2 2026, buying an estimated $18.5K and bringing the position to 8,688 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #268.
Coastal Bridge Advisors first reported a position in WFC in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.13M in Q2 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Coastal Bridge Advisors held 8,688 shares of Wells Fargo worth $718K as of Q2 2026.
- Coastal Bridge Advisors bought 230 Wells Fargo shares in Q2 2026, an estimated $18.5K.
- Wells Fargo made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #268 holding.
- Coastal Bridge Advisors first reported a position in Wells Fargo in Q1 2017 and has held it in 38 quarters since.
- Coastal Bridge Advisors's Wells Fargo position peaked at $1.13M in Q2 2025.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.