Creative Capital Management Investments’s Wells Fargo WFC Stock Holding History

Creative Capital Management Investments’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	$161K	Hold	2,024	–	–	0.05%	68
2025 Q4	$189K	Buy	2,024 +24	+1%	+$2.08K	0.06%	57
2025 Q3	$168K	Hold	2,000	–	–	0.05%	63
2025 Q2	$160K	Hold	2,000	–	–	0.06%	63
2025 Q1	$144K	Hold	2,000	–	–	0.06%	66
2024 Q4	$140K	Hold	2,000	–	–	0.06%	67
2024 Q3	$113K	Buy	+2,000	New	+$113K	0.05%	67
2023 Q1	–	Sell	-33	Closed	-$1K	–	292
2022 Q4	$1K	Buy	+33	New	+$1.46K	﹤0.01%	208

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

Creative Capital Management Investments's WFC Position: Q1 2026 in Review

Creative Capital Management Investments held its Wells Fargo (WFC) position steady in Q1 2026 at 2,024 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #68.

Creative Capital Management Investments first reported a position in WFC in Q4 2022 and has held it in 8 quarters since. The position peaked at $189K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Creative Capital Management Investments held 2,024 shares of Wells Fargo worth $161K as of Q1 2026.
Creative Capital Management Investments left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.05% of Creative Capital Management Investments's portfolio in Q1 2026, its #68 holding.
Creative Capital Management Investments first reported a position in Wells Fargo in Q4 2022 and has held it in 8 quarters since.
Creative Capital Management Investments's Wells Fargo position peaked at $189K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.