CAG
WFC icon

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 $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.