Cottonwood Capital Advisors’s Wells Fargo WFC Stock Holding History

Cottonwood Capital 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	$317K	Buy	3,837 +3	+0.1%	+$241	0.19%	77
2026 Q1	$305K	Buy	3,834 +2	+0.1%	+$172	0.22%	76
2025 Q4	$357K	Buy	3,832 +3	+0.1%	+$260	0.25%	73
2025 Q3	$321K	Buy	3,829 +2	+0.1%	+$162	0.23%	75
2025 Q2	$307K	Buy	3,827 +3	+0.1%	+$216	0.21%	91
2025 Q1	$275K	Buy	3,824 +2	+0.1%	+$150	0.2%	90
2024 Q4	$268K	Buy	3,822 +2	+0.1%	+$137	0.19%	100
2024 Q3	$216K	Buy	3,820 +3	+0.1%	+$170	0.16%	109
2024 Q2	$229K	Buy	3,817 +3	+0.1%	+$177	0.18%	103
2024 Q1	$217K	Buy	+3,814	New	+$200K	0.17%	110
2023 Q4	–	Sell	-5,579	Closed	-$228K	–	131
2023 Q3	$228K	Buy	+5,579	New	+$241K	0.21%	93

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cottonwood Capital Advisors's WFC Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its Wells Fargo (WFC) stake by 0.08% in Q2 2026, buying an estimated $241 and bringing the position to 3,837 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #77.

Cottonwood Capital Advisors first reported a position in WFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $357K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cottonwood Capital Advisors held 3,837 shares of Wells Fargo worth $317K as of Q2 2026.
Cottonwood Capital Advisors bought 3 Wells Fargo shares in Q2 2026, an estimated $241.
Wells Fargo made up 0.19% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #77 holding.
Cottonwood Capital Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 11 quarters since.
Cottonwood Capital Advisors's Wells Fargo position peaked at $357K in Q4 2025.
1,061 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.