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 Q2	$193K	Buy	2,339 +315	+16%	+$25.3K	0.04%	88
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Capital Management Investments's WFC Position: Q2 2026 in Review

Creative Capital Management Investments increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $25.3K and bringing the position to 2,339 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #88.

Creative Capital Management Investments first reported a position in WFC in Q4 2022 and has held it in 9 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Creative Capital Management Investments held 2,339 shares of Wells Fargo worth $193K as of Q2 2026.
Creative Capital Management Investments bought 315 Wells Fargo shares in Q2 2026, an estimated $25.3K.
Wells Fargo made up 0.04% of Creative Capital Management Investments's portfolio in Q2 2026, its #88 holding.
Creative Capital Management Investments first reported a position in Wells Fargo in Q4 2022 and has held it in 9 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.