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CoreCap Advisors’s Wells Fargo WFC Stock Holding History

CoreCap 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
2026
Q2 		$738K Buy
8,935
+1,817
+26% +$146K 0.02% 452
2026
Q1 		$567K Buy
7,118
+969
+16% +$83.2K 0.02% 489
2025
Q4 		$573K Buy
6,149
+420
+7% +$36.5K 0.02% 484
2025
Q3 		$480K Buy
5,729
+791
+16% +$64.1K 0.02% 537
2025
Q2 		$396K Sell
4,938
-2,155
-30% -$155K 0.02% 553
2025
Q1 		$509K Buy
7,093
+1,433
+25% +$108K 0.02% 478
2024
Q4 		$398K Buy
5,660
+1,200
+27% +$81.9K 0.02% 517
2024
Q3 		$252K Buy
+4,460
New +$252K 0.01% 616
2024
Q2 		– Sell
-3,416
Closed -$198K – 2598
2024
Q1 		$198K Buy
+3,416
New +$179K 0.01% 633
2022
Q4 		$154K Buy
+3,733
New +$165K 0.01% 595
2022
Q3 		– Sell
-2,975
Closed -$117K – 2101
2022
Q2 		$117K Buy
+2,975
New +$131K 0.01% 640
2022
Q1 		– Sell
-1,372
Closed -$66K – 2101
2021
Q4 		$66K Buy
+1,372
New +$67.5K ﹤0.01% 907

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CoreCap Advisors's WFC Position: Q2 2026 in Review

CoreCap Advisors increased its Wells Fargo (WFC) stake by 26% in Q2 2026, buying an estimated $146K and bringing the position to 8,935 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #452.

CoreCap Advisors first reported a position in WFC in Q4 2021 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CoreCap Advisors held 8,935 shares of Wells Fargo worth $738K as of Q2 2026.
  • CoreCap Advisors bought 1,817 Wells Fargo shares in Q2 2026, an estimated $146K.
  • Wells Fargo made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #452 holding.
  • CoreCap Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 12 quarters since.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.