CA
WFC icon

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
2013
Q4 		– Sell
-50,000
Closed -$2.07M – 155
2013
Q3 		$2.07M Buy
+50,000
New +$2.13M 0.51% 57

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

Continental Advisors's WFC Position: Q2 2026 in Review

Continental Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 63,606 shares worth $5.26M. The position accounts for 2.22% of the portfolio, ranked #18.

Continental Advisors first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.02M in Q4 2017. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Continental Advisors held 63,606 shares of Wells Fargo worth $5.26M as of Q2 2026.
  • Continental Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 2.22% of Continental Advisors's portfolio in Q2 2026, its #18 holding.
  • Continental Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Continental Advisors's Wells Fargo position peaked at $8.02M in Q4 2017.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Continental Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.