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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
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. 2,798 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.
  • 2,798 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.