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CRA Financial Services’s Wells Fargo WFC Stock Holding History

CRA Financial Services’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 		$192K Sell
2,321
-125
-5% -$10K 0.02% 315
2026
Q1 		$195K Sell
2,446
-2,154
-47% -$185K 0.03% 291
2025
Q4 		$429K Buy
4,600
+47
+1% +$4.08K 0.06% 194
2025
Q3 		$382K Buy
4,553
+151
+3% +$12.2K 0.05% 203
2025
Q2 		$353K Buy
4,402
+523
+13% +$37.7K 0.05% 196
2025
Q1 		$278K Buy
3,879
+962
+33% +$72.2K 0.05% 213
2024
Q4 		$205K Buy
+2,917
New +$199K 0.04% 259
2020
Q1 		– Sell
-4,356
Closed -$234K – 153
2019
Q4 		$234K Sell
4,356
-103
-2% -$5.39K 0.13% 126
2019
Q3 		$225K Sell
4,459
-2,600
-37% -$122K 0.14% 125
2019
Q2 		$334K Buy
7,059
+278
+4% +$13K 0.2% 98
2019
Q1 		$328K Sell
6,781
-696
-9% -$34.2K 0.21% 101
2018
Q4 		$345K Buy
+7,477
New +$383K 0.25% 95

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

CRA Financial Services's WFC Position: Q2 2026 in Review

CRA Financial Services reduced its Wells Fargo (WFC) stake by 5.1% in Q2 2026, selling an estimated $10K and leaving 2,321 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #315.

CRA Financial Services first reported a position in WFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $429K in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CRA Financial Services held 2,321 shares of Wells Fargo worth $192K as of Q2 2026.
  • CRA Financial Services sold 125 Wells Fargo shares in Q2 2026, an estimated $10K.
  • Wells Fargo made up 0.02% of CRA Financial Services's portfolio in Q2 2026, its #315 holding.
  • CRA Financial Services first reported a position in Wells Fargo in Q4 2018 and has held it in 12 quarters since.
  • CRA Financial Services's Wells Fargo position peaked at $429K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.