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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
2022
Q4 		– Sell
-2,000
Closed -$80K – 282
2022
Q3 		$80K Hold
2,000
– – ﹤0.01% 257
2022
Q2 		$80K Buy
+2,000
New +$87.8K ﹤0.01% 255

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestwood Advisors Group's WFC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Wells Fargo (WFC) stake by 0.04% in Q2 2026, buying an estimated $1.69K and bringing the position to 55,249 shares worth $4.57M. The position accounts for 0.07% of the portfolio, ranked #157.

Crestwood Advisors Group first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.2M in Q4 2017. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Crestwood Advisors Group held 55,249 shares of Wells Fargo worth $4.57M as of Q2 2026.
  • Crestwood Advisors Group bought 21 Wells Fargo shares in Q2 2026, an estimated $1.69K.
  • Wells Fargo made up 0.07% of Crestwood Advisors Group's portfolio in Q2 2026, its #157 holding.
  • Crestwood Advisors Group first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Crestwood Advisors Group's Wells Fargo position peaked at $24.2M in Q4 2017.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.