Cobblestone Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1M | Sell |
120,159
-5,805
| -5% | -$471K | 0.48% | 46 |
|
|
2025
Q2 | $10.1M | Sell |
125,964
-146,488
| -54% | -$10.6M | 0.52% | 45 |
|
|
2025
Q1 | $19.6M | Sell |
272,452
-12,986
| -5% | -$975K | 1.07% | 25 |
|
|
2024
Q4 | $20M | Sell |
285,438
-106,528
| -27% | -$7.27M | 1.09% | 27 |
|
|
2024
Q3 | $22.1M | Sell |
391,966
-16,913
| -4% | -$957K | 1.24% | 22 |
|
|
2024
Q2 | $24.3M | Sell |
408,879
-118,399
| -22% | -$6.99M | 1.5% | 18 |
|
|
2024
Q1 | $30.6M | Buy |
527,278
+888
| +0.2% | +$46.5K | 1.92% | 15 |
|
|
2023
Q4 | $25.9M | Sell |
526,390
-1,066
| -0.2% | -$46K | 1.7% | 16 |
|
|
2023
Q3 | $21.6M | Sell |
527,456
-4,001
| -0.8% | -$173K | 1.6% | 17 |
|
|
2023
Q2 | $22.7M | Sell |
531,457
-6,307
| -1% | -$254K | 1.6% | 17 |
|
|
2023
Q1 | $20.1M | Sell |
537,764
-8,341
| -2% | -$364K | 1.5% | 19 |
|
|
2022
Q4 | $22.5M | Sell |
546,105
-12,587
| -2% | -$557K | 1.72% | 17 |
|
|
2022
Q3 | $22.5M | Sell |
558,692
-6,970
| -1% | -$299K | 1.87% | 11 |
|
|
2022
Q2 | $22.2M | Sell |
565,662
-3,178
| -0.6% | -$139K | 1.7% | 15 |
|
|
2022
Q1 | $27.6M | Sell |
568,840
-2,145
| -0.4% | -$115K | 1.87% | 14 |
|
|
2021
Q4 | $27.4M | Buy |
570,985
+5,164
| +0.9% | +$254K | 1.76% | 12 |
|
|
2021
Q3 | $26.3M | Buy |
565,821
+3,910
| +0.7% | +$181K | 1.79% | 11 |
|
|
2021
Q2 | $25.4M | Buy |
561,911
+4,416
| +0.8% | +$197K | 1.72% | 11 |
|
|
2021
Q1 | $21.8M | Buy |
557,495
+83,337
| +18% | +$2.95M | 1.58% | 16 |
|
|
2020
Q4 | $14.3M | Buy |
474,158
+131,865
| +39% | +$3.41M | 1.1% | 31 |
|
|
2020
Q3 | $8.05M | Buy |
342,293
+11,109
| +3% | +$274K | 0.69% | 38 |
|
|
2020
Q2 | $8.48M | Buy |
331,184
+113,360
| +52% | +$3.1M | 0.77% | 37 |
|
|
2020
Q1 | $6.25M | Buy |
217,824
+70,940
| +48% | +$3.02M | 0.68% | 40 |
|
|
2019
Q4 | $7.9M | Buy |
146,884
+21,751
| +17% | +$1.14M | 0.72% | 40 |
|
|
2019
Q3 | $6.31M | Buy |
125,133
+109,093
| +680% | +$5.14M | 0.63% | 43 |
|
|
2019
Q2 | $759K | Buy |
16,040
+3,290
| +26% | +$154K | 0.07% | 119 |
|
|
2019
Q1 | $616K | Sell |
12,750
-3,386
| -21% | -$167K | 0.06% | 128 |
|
|
2018
Q4 | $744K | Sell |
16,136
-799
| -5% | -$40.9K | 0.08% | 107 |
|
|
2018
Q3 | $890K | Buy |
16,935
+787
| +5% | +$44.9K | 0.08% | 104 |
|
|
2018
Q2 | $895K | Sell |
16,148
-2,521
| -14% | -$135K | 0.09% | 104 |
|
|
2018
Q1 | $978K | Sell |
18,669
-2,050
| -10% | -$122K | 0.1% | 104 |
|
|
2017
Q4 | $1.26M | Sell |
20,719
-130
| -0.6% | -$7.34K | 0.12% | 86 |
|
|
2017
Q3 | $1.15M | Buy |
20,849
+1,346
| +7% | +$71.5K | 0.14% | 74 |
|
|
2017
Q2 | $1.08M | Buy |
19,503
+376
| +2% | +$20.1K | 0.14% | 74 |
|
|
2017
Q1 | $1.06M | Sell |
19,127
-155
| -0.8% | -$8.79K | 0.14% | 75 |
|
|
2016
Q4 | $1.06M | Buy |
19,282
+1,090
| +6% | +$54.8K | 0.15% | 75 |
|
|
2016
Q3 | $806K | Buy |
18,192
+1,015
| +6% | +$48.6K | 0.11% | 91 |
|
|
2016
Q2 | $813K | Buy |
17,177
+443
| +3% | +$21.6K | 0.12% | 87 |
|
|
2016
Q1 | $809K | Buy |
16,734
+650
| +4% | +$31.8K | 0.12% | 93 |
|
|
2015
Q4 | $874K | Buy |
16,084
+4,256
| +36% | +$231K | 0.13% | 92 |
|
|
2015
Q3 | $607K | Buy |
11,828
+1,669
| +16% | +$91.8K | 0.1% | 109 |
|
|
2015
Q2 | $571K | Buy |
10,159
+1,905
| +23% | +$106K | 0.09% | 115 |
|
|
2015
Q1 | $449K | Sell |
8,254
-1,067
| -11% | -$57.7K | 0.07% | 121 |
|
|
2014
Q4 | $511K | Hold |
9,321
| – | – | 0.09% | 119 |
|
|
2014
Q3 | $483K | Sell |
9,321
-441
| -5% | -$22.7K | 0.09% | 117 |
|
|
2014
Q2 | $513K | Buy |
9,762
+825
| +9% | +$41.5K | 0.1% | 114 |
|
|
2014
Q1 | $445K | Sell |
8,937
-425
| -5% | -$19.8K | 0.09% | 119 |
|
|
2013
Q4 | $425K | Sell |
9,362
-691
| -7% | -$29.8K | 0.08% | 118 |
|
|
2013
Q3 | $415K | Sell |
10,053
-900
| -8% | -$38.4K | 0.08% | 111 |
|
|
2013
Q2 | $452K | Buy |
+10,953
| New | +$427K | 0.1% | 108 |
|
Other funds holding WFC
Cobblestone Capital Advisors's WFC Position: Q3 2025 in Review
Cobblestone Capital Advisors reduced its Wells Fargo (WFC) stake by 4.6% in Q3 2025, selling an estimated $471K and leaving 120,159 shares worth $10.1M. The position accounts for 0.48% of the portfolio, ranked #46.
Cobblestone Capital Advisors first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $30.6M in Q1 2024. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.
- Cobblestone Capital Advisors held 120,159 shares of Wells Fargo worth $10.1M as of Q3 2025.
- Cobblestone Capital Advisors sold 5,805 Wells Fargo shares in Q3 2025, an estimated $471K.
- Wells Fargo made up 0.48% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #46 holding.
- Cobblestone Capital Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
- Cobblestone Capital Advisors's Wells Fargo position peaked at $30.6M in Q1 2024.
- 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.
Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.