Coppell Advisory Solutions’s Wells Fargo WFC Stock Holding History

Coppell Advisory Solutions’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	$2.32M	Buy	+44,859	New	+$3.61M	0.19%	100
2026 Q1	–	Sell	-28,815	Closed	-$2.72M	–	373
2025 Q4	$2.72M	Buy	28,815 +299	+1%	+$26K	0.27%	75
2025 Q3	$2.41M	Sell	28,516 -1,552	-5%	-$126K	0.26%	75
2025 Q2	$2.39M	Sell	30,068 -5,603	-16%	-$404K	0.28%	67
2025 Q1	$2.54M	Sell	35,671 -10,467	-23%	-$786K	0.35%	60
2024 Q4	$3.25M	Sell	46,138 -1,826	-4%	-$125K	0.45%	39
2024 Q3	$2.68M	Buy	47,964 +3,321	+7%	+$188K	0.39%	55
2024 Q2	$2.65M	Buy	+44,643	New	+$2.64M	0.44%	46
2023 Q4	$2.32M	Buy	47,235 +17,558	+59%	+$758K	0.46%	45
2023 Q3	$1.23M	Sell	29,677 -11,168	-27%	-$482K	0.42%	58
2023 Q2	$1.73M	Buy	40,845 +4,063	+11%	+$164K	0.49%	44
2023 Q1	$1.38M	Buy	36,782 +7,105	+24%	+$310K	0.45%	55
2022 Q4	$1.23M	Buy	+29,677	New	+$1.31M	0.42%	62
2020 Q4	$804K	Buy	+26,633	New	+$689K	0.41%	66

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coppell Advisory Solutions's WFC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Wells Fargo (WFC) in Q2 2026: 44,859 shares worth $2.32M. The stake represents 0.19% of the portfolio and ranks #100 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WFC as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in WFC in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.25M in Q4 2024. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Coppell Advisory Solutions held 44,859 shares of Wells Fargo worth $2.32M as of Q2 2026.
Wells Fargo was a new Coppell Advisory Solutions position in Q2 2026.
Wells Fargo made up 0.19% of Coppell Advisory Solutions's portfolio in Q2 2026, its #100 holding.
Coppell Advisory Solutions first reported a position in Wells Fargo in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's Wells Fargo position peaked at $3.25M in Q4 2024.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.