Cresset Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.8M | Buy |
336,760
+51,989
| +18% | +$4.18M | 0.1% | 132 |
|
|
2026
Q1 | $22.7M | Sell |
284,771
-11,909
| -4% | -$1.02M | 0.1% | 140 |
|
|
2025
Q4 | $27.7M | Buy |
296,680
+5,721
| +2% | +$497K | 0.12% | 107 |
|
|
2025
Q3 | $24.4M | Buy |
290,959
+6,388
| +2% | +$518K | 0.11% | 111 |
|
|
2025
Q2 | $22.8M | Sell |
284,571
-17,910
| -6% | -$1.29M | 0.11% | 115 |
|
|
2025
Q1 | $21.7M | Sell |
302,481
-17,764
| -6% | -$1.33M | 0.11% | 118 |
|
|
2024
Q4 | $22.5M | Sell |
320,245
-453,568
| -59% | -$31M | 0.11% | 117 |
|
|
2024
Q3 | $43.7M | Sell |
773,813
-4,123
| -0.5% | -$233K | 0.17% | 87 |
|
|
2024
Q2 | $46.2M | Buy |
777,936
+3,342
| +0.4% | +$197K | 0.19% | 79 |
|
|
2024
Q1 | $44.9M | Buy |
774,594
+124,210
| +19% | +$6.5M | 0.22% | 69 |
|
|
2023
Q4 | $32M | Buy |
650,384
+4,650
| +0.7% | +$201K | 0.19% | 76 |
|
|
2023
Q3 | $26.4M | Buy |
645,734
+5,408
| +0.8% | +$233K | 0.1% | 98 |
|
|
2023
Q2 | $27.3M | Buy |
640,326
+562,181
| +719% | +$22.6M | 0.03% | 142 |
|
|
2023
Q1 | $2.92M | Sell |
78,145
-753
| -1% | -$32.8K | 0.06% | 184 |
|
|
2022
Q4 | $1.63M | Sell |
78,898
-18,320
| -19% | -$811K | 0.02% | 231 |
|
|
2022
Q3 | $3.91M | Buy |
97,218
+13,739
| +16% | +$590K | 0.05% | 147 |
|
|
2022
Q2 | $3.19M | Buy |
83,479
+26,071
| +45% | +$1.14M | 0.04% | 167 |
|
|
2022
Q1 | $2.78M | Sell |
57,408
-2,758
| -5% | -$148K | 0.03% | 209 |
|
|
2021
Q4 | $2.89M | Buy |
60,166
+8,996
| +18% | +$443K | 0.03% | 237 |
|
|
2021
Q3 | $2.37M | Buy |
51,170
+12,221
| +31% | +$566K | 0.03% | 201 |
|
|
2021
Q2 | $1.76M | Sell |
38,949
-153
| -0.4% | -$6.83K | 0.03% | 229 |
|
|
2021
Q1 | $1.53M | Buy |
39,102
+9,053
| +30% | +$320K | 0.02% | 213 |
|
|
2020
Q4 | $907K | Sell |
30,049
-13,087
| -30% | -$339K | 0.01% | 259 |
|
|
2020
Q3 | $1.01M | Sell |
43,136
-587
| -1% | -$14.5K | 0.02% | 232 |
|
|
2020
Q2 | $1.12M | Sell |
43,723
-7,577
| -15% | -$207K | 0.02% | 200 |
|
|
2020
Q1 | $1.47M | Buy |
51,300
+905
| +2% | +$38.5K | 0.04% | 140 |
|
|
2019
Q4 | $2.71M | Buy |
50,395
+4,130
| +9% | +$216K | 0.07% | 109 |
|
|
2019
Q3 | $2.33M | Buy |
46,265
+8,715
| +23% | +$411K | 0.07% | 123 |
|
|
2019
Q2 | $1.78M | Buy |
37,550
+12,568
| +50% | +$588K | 0.06% | 130 |
|
|
2019
Q1 | $1.21M | Buy |
24,982
+9,517
| +62% | +$468K | 0.05% | 96 |
|
|
2018
Q4 | $713K | Buy |
+15,465
| New | +$792K | 0.04% | 96 |
|
Other funds holding WFC
Cresset Asset Management's WFC Position: Q2 2026 in Review
Cresset Asset Management increased its Wells Fargo (WFC) stake by 18% in Q2 2026, buying an estimated $4.18M and bringing the position to 336,760 shares worth $27.8M. The position accounts for 0.1% of the portfolio, ranked #132.
Cresset Asset Management first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $46.2M in Q2 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Cresset Asset Management held 336,760 shares of Wells Fargo worth $27.8M as of Q2 2026.
- Cresset Asset Management bought 51,989 Wells Fargo shares in Q2 2026, an estimated $4.18M.
- Wells Fargo made up 0.1% of Cresset Asset Management's portfolio in Q2 2026, its #132 holding.
- Cresset Asset Management first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- Cresset Asset Management's Wells Fargo position peaked at $46.2M in Q2 2024.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.