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
$24.8K Hold
300
– – ﹤0.01% 1730
2026
Q1
$612 Hold
300
– – ﹤0.01% 1648
2025
Q4
$28K Hold
300
– – ﹤0.01% 1635
2025
Q3
$25.1K Hold
300
– – ﹤0.01% 1554
2025
Q2
$24K Sell
300
-700
-70% -$50.5K ﹤0.01% 1409
2025
Q1
$71.8K Buy
+1,000
New +$75.1K ﹤0.01% 1636
2024
Q4
– Sell
-700
Closed -$47.8K – 1647
2024
Q3
$39.5K Hold
700
– – ﹤0.01% 2104
2024
Q2
$41.6K Buy
+700
New +$41.3K ﹤0.01% 2017

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.