Continental Advisors’s Wells Fargo WFC Stock Holding History

Continental 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
2024 Q1	–	Sell	-48,000	Closed	-$2.36M	–	48
2023 Q4	$2.36M	Sell	48,000 -38,000	-44%	-$1.64M	0.92%	34
2023 Q3	$3.51M	Sell	86,000 -14,000	-14%	-$604K	1.87%	19
2023 Q2	$4.27M	Buy	100,000 +80,000	+400%	+$3.22M	1.93%	15
2023 Q1	$748K	Buy	+20,000	New	+$872K	0.4%	39
2021 Q2	–	Sell	-53,500	Closed	-$2.09M	–	69
2021 Q1	$2.09M	Sell	53,500 -56,500	-51%	-$2M	0.97%	42
2020 Q4	$3.32M	Buy	110,000 +40,000	+57%	+$1.04M	1.52%	22
2020 Q3	$1.65M	Sell	70,000 -11,000	-14%	-$271K	0.87%	47
2020 Q2	$2.07M	Buy	81,000 +10,000	+14%	+$274K	1.11%	37
2020 Q1	$2.04M	Buy	+71,000	New	+$3.02M	1.52%	25
2019 Q4	–	Sell	-30,000	Closed	-$1.51M	–	79
2019 Q3	$1.51M	Sell	30,000 -60,000	-67%	-$2.83M	0.89%	47
2019 Q2	$4.26M	Buy	90,000 +44,800	+99%	+$2.1M	2.4%	8
2019 Q1	$2.18M	Sell	45,200 -94,800	-68%	-$4.66M	1.02%	39
2018 Q4	$6.45M	Buy	140,000 +40,000	+40%	+$2.05M	1.97%	12
2018 Q3	$5.26M	Sell	100,000 -70,000	-41%	-$4M	1.15%	29
2018 Q2	$9.43M	Buy	170,000 +80,000	+89%	+$4.29M	2.35%	5
2018 Q1	$4.72M	Buy	90,000 +88,000	+4,400%	+$5.23M	1.2%	31
2017 Q4	$121K	Sell	2,000 -73,000	-97%	-$4.12M	0.03%	100
2017 Q3	$4.14M	Buy	75,000 +30,000	+67%	+$1.59M	0.95%	41
2017 Q2	$2.49M	Sell	45,000 -11,600	-20%	-$622K	0.56%	59
2017 Q1	$3.15M	Sell	56,600 -45,000	-44%	-$2.55M	0.7%	46
2016 Q4	$5.6M	Buy	101,600 +21,600	+27%	+$1.09M	1.52%	18
2016 Q3	$3.54M	Buy	+80,000	New	+$3.83M	0.99%	32
2014 Q1	–	Sell	-20,000	Closed	-$908K	–	149
2013 Q4	$908K	Sell	20,000 -60,000	-75%	-$2.59M	0.2%	106
2013 Q3	$3.31M	Sell	80,000 -20,000	-20%	-$854K	0.82%	32
2013 Q2	$4.13M	Buy	+100,000	New	+$3.9M	1.16%	25

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Continental Advisors's WFC Position: Q1 2026 in Review

Continental Advisors reduced its Wells Fargo (WFC) stake by 3.8% in Q1 2026, selling an estimated $215K and leaving 63,606 shares worth $5.06M. The position accounts for 2.58% of the portfolio, ranked #12.

Continental Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.02M in Q4 2017. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Continental Advisors held 63,606 shares of Wells Fargo worth $5.06M as of Q1 2026.
Continental Advisors sold 2,500 Wells Fargo shares in Q1 2026, an estimated $215K.
Wells Fargo made up 2.58% of Continental Advisors's portfolio in Q1 2026, its #12 holding.
Continental Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Continental Advisors's Wells Fargo position peaked at $8.02M in Q4 2017.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Continental Advisors's 13F filing for Q1 2026, filed 15 May 2026.