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Crestwood Advisors Group’s Wells Fargo WFC Stock Holding History

Crestwood Advisors Group’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 		$4.4M Sell
55,228
-4,075
-7% -$350K 0.07% 151
2025
Q4 		$5.53M Sell
59,303
-4,869
-8% -$423K 0.09% 131
2025
Q3 		$5.38M Buy
64,172
+626
+1% +$50.8K 0.09% 133
2025
Q2 		$5.09M Sell
63,546
-484
-0.8% -$34.9K 0.09% 131
2025
Q1 		$4.6M Buy
64,030
+23,753
+59% +$1.78M 0.09% 134
2024
Q4 		$2.83M Buy
40,277
+3,260
+9% +$223K 0.05% 163
2024
Q3 		$2.09M Buy
37,017
+1,262
+4% +$71.4K 0.04% 183
2024
Q2 		$2.12M Sell
35,755
-2,144
-6% -$127K 0.04% 170
2024
Q1 		$2.2M Buy
37,899
+143
+0.4% +$7.48K 0.05% 161
2023
Q4 		$1.86M Sell
37,756
-3,036
-7% -$131K 0.04% 165
2023
Q3 		$1.67M Sell
40,792
-3,109
-7% -$134K 0.04% 165
2023
Q2 		$1.87M Sell
43,901
-2,667
-6% -$107K 0.06% 112
2023
Q1 		$1.74M Buy
46,568
+131
+0.3% +$5.71K 0.06% 115
2022
Q4 		$1.92M Sell
46,437
-12,371
-21% -$548K 0.07% 113
2022
Q3 		$2.37M Sell
58,808
-1,283
-2% -$55.1K 0.08% 111
2022
Q2 		$2.35M Sell
60,091
-2,846
-5% -$125K 0.08% 113
2022
Q1 		$3.05M Sell
62,937
-549
-0.9% -$29.4K 0.09% 106
2021
Q4 		$3.05M Sell
63,486
-796
-1% -$39.2K 0.08% 111
2021
Q3 		$2.98M Sell
64,282
-1,275
-2% -$59K 0.08% 109
2021
Q2 		$2.97M Sell
65,557
-1,688
-3% -$75.4K 0.09% 109
2021
Q1 		$2.63M Sell
67,245
-1,441
-2% -$51K 0.08% 112
2020
Q4 		$2.07M Sell
68,686
-5,300
-7% -$137K 0.07% 117
2020
Q3 		$1.74M Sell
73,986
-1,900
-3% -$46.8K 0.07% 108
2020
Q2 		$1.94M Sell
75,886
-148,115
-66% -$4.05M 0.08% 106
2020
Q1 		$6.43M Sell
224,001
-14,072
-6% -$598K 0.32% 79
2019
Q4 		$12.8M Buy
238,073
+2,994
+1% +$157K 0.51% 58
2019
Q3 		$11.9M Sell
235,079
-90,474
-28% -$4.26M 0.52% 59
2019
Q2 		$15.4M Sell
325,553
-87,609
-21% -$4.1M 0.7% 55
2019
Q1 		$20M Buy
413,162
+13,700
+3% +$674K 1.43% 27
2018
Q4 		$18.4M Sell
399,462
-18,072
-4% -$926K 1.47% 27
2018
Q3 		$21.9M Sell
417,534
-1,319
-0.3% -$75.3K 1.54% 23
2018
Q2 		$24.1M Buy
418,853
+4,009
+1% +$215K 1.76% 18
2018
Q1 		$21.7M Buy
414,844
+15,327
+4% +$910K 1.7% 18
2017
Q4 		$24.2M Buy
399,517
+1,174
+0.3% +$66.3K 1.93% 16
2017
Q3 		$22M Buy
398,343
+5,892
+2% +$313K 1.88% 18
2017
Q2 		$20.9M Buy
392,451
+2,635
+0.7% +$141K 1.78% 19
2017
Q1 		$21.3M Buy
389,816
+16,624
+4% +$943K 1.88% 17
2016
Q4 		$20.6M Buy
373,192
+92
+0% +$4.63K 1.99% 15
2016
Q3 		$16.5M Buy
373,100
+43,309
+13% +$2.07M 1.98% 20
2016
Q2 		$15.6M Buy
329,791
+2,398
+0.7% +$117K 1.93% 23
2016
Q1 		$15.8M Buy
327,393
+9,781
+3% +$479K 1.87% 27
2015
Q4 		$17.3M Buy
317,612
+15,165
+5% +$823K 2.08% 16
2015
Q3 		$15.5M Buy
302,447
+49,067
+19% +$2.7M 2.02% 20
2015
Q2 		$14.3M Buy
253,380
+16,004
+7% +$892K 1.9% 22
2015
Q1 		$12.9M Buy
237,376
+8,480
+4% +$458K 1.84% 28
2014
Q4 		$12.5M Buy
228,896
+3,263
+1% +$173K 1.89% 23
2014
Q3 		$11.7M Buy
225,633
+4,977
+2% +$256K 1.83% 25
2014
Q2 		$11.6M Buy
220,656
+1,568
+0.7% +$78.8K 1.85% 21
2014
Q1 		$10.9M Sell
219,088
-4,128
-2% -$192K 1.78% 25
2013
Q4 		$10.1M Buy
223,216
+5,464
+3% +$236K 1.62% 25
2013
Q3 		$9M Sell
217,752
-4,701
-2% -$201K 1.58% 24
2013
Q2 		$9.18M Buy
+222,453
New +$8.67M 1.7% 21

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crestwood Advisors Group's WFC Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Wells Fargo (WFC) stake by 6.9% in Q1 2026, selling an estimated $350K and leaving 55,228 shares worth $4.4M. The position accounts for 0.07% of the portfolio, ranked #151.

Crestwood Advisors Group first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.2M in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Crestwood Advisors Group held 55,228 shares of Wells Fargo worth $4.4M as of Q1 2026.
  • Crestwood Advisors Group sold 4,075 Wells Fargo shares in Q1 2026, an estimated $350K.
  • Wells Fargo made up 0.07% of Crestwood Advisors Group's portfolio in Q1 2026, its #151 holding.
  • Crestwood Advisors Group first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's Wells Fargo position peaked at $24.2M in Q4 2017.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.