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 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 $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

Coppell Advisory Solutions's WFC Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 28,815 shares — an estimated $2.72M sold.

Coppell Advisory Solutions first reported a position in WFC in Q4 2020 and held it in 13 quarters. The position peaked at $3.25M in Q4 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Coppell Advisory Solutions reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 28,815 Wells Fargo shares in Q1 2026, an estimated $2.72M.
Coppell Advisory Solutions first reported a position in Wells Fargo in Q4 2020 and held it in 13 quarters.
Coppell Advisory Solutions's Wells Fargo position peaked at $3.25M in Q4 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.