Coastwise Capital Group’s Wells Fargo WFC Stock Holding History

Coastwise Capital Group’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	$629K	Buy	7,610 +4	+0.1%	+$321	0.37%	60
2026 Q1	$606K	Sell	7,606 -4,004	-34%	-$344K	0.34%	60
2025 Q4	$1.08M	Buy	11,610 +56	+0.5%	+$4.86K	0.54%	43
2025 Q3	$968K	Buy	11,554 +59	+0.5%	+$4.78K	0.68%	39
2025 Q2	$921K	Sell	11,495 -52	-0.5%	-$3.75K	0.73%	38
2025 Q1	$829K	Sell	11,547 -14,854	-56%	-$1.12M	0.7%	41
2024 Q4	$1.85M	Sell	26,401 -35	-0.1%	-$2.39K	1.48%	14
2024 Q3	$1.49M	Buy	+26,436	New	+$1.5M	1.23%	20

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Coastwise Capital Group's WFC Position: Q2 2026 in Review

Coastwise Capital Group increased its Wells Fargo (WFC) stake by 0.05% in Q2 2026, buying an estimated $321 and bringing the position to 7,610 shares worth $629K. The position accounts for 0.37% of the portfolio, ranked #60.

Coastwise Capital Group first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q4 2024. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Coastwise Capital Group held 7,610 shares of Wells Fargo worth $629K as of Q2 2026.
Coastwise Capital Group bought 4 Wells Fargo shares in Q2 2026, an estimated $321.
Wells Fargo made up 0.37% of Coastwise Capital Group's portfolio in Q2 2026, its #60 holding.
Coastwise Capital Group first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
Coastwise Capital Group's Wells Fargo position peaked at $1.85M in Q4 2024.
644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.