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Crewe Advisors’s Wells Fargo WFC Stock Holding History

Crewe Advisors’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
Q2 		$324K Buy
3,918
+360
+10% +$28.9K 0.02% 177
2026
Q1 		$283K Buy
3,558
+143
+4% +$12.3K 0.02% 179
2025
Q4 		$318K Buy
3,415
+97
+3% +$8.42K 0.03% 165
2025
Q3 		$278K Buy
+3,318
New +$269K 0.03% 174
2024
Q3 		– Sell
-5,517
Closed -$328K – 998
2024
Q2 		$328K Buy
5,517
+306
+6% +$18.1K 0.04% 137
2024
Q1 		$302K Buy
+5,211
New +$273K 0.04% 138
2023
Q3 		– Sell
-4,236
Closed -$181K – 926
2023
Q2 		$181K Sell
4,236
-791
-16% -$31.8K 0.03% 151
2023
Q1 		$188K Buy
5,027
+53
+1% +$2.31K 0.03% 164
2022
Q4 		$205K Sell
4,974
-446
-8% -$19.7K 0.03% 151
2022
Q3 		$218K Buy
5,420
+397
+8% +$17.1K 0.04% 133
2022
Q2 		$197K Buy
5,023
+1,129
+29% +$49.5K 0.04% 132
2022
Q1 		$189K Buy
3,894
+2,694
+225% +$144K 0.04% 116
2021
Q4 		$58K Buy
+1,200
New +$59.1K 0.01% 175
2020
Q4 		– Sell
-128
Closed -$3K – 651
2020
Q3 		$3K Sell
128
-492
-79% -$12.1K ﹤0.01% 462
2020
Q2 		$16K Sell
620
-205
-25% -$5.61K 0.01% 148
2020
Q1 		$24K Sell
825
-1,170
-59% -$49.7K 0.01% 119
2019
Q4 		$107K Sell
1,995
-2,800
-58% -$147K 0.05% 80
2019
Q3 		$242K Sell
4,795
-4,662
-49% -$220K 0.11% 48
2019
Q2 		$448K Buy
9,457
+4,862
+106% +$227K 0.15% 39
2019
Q1 		$222K Buy
4,595
+1,157
+34% +$56.9K 0.07% 55
2018
Q4 		$158K Hold
3,438
– – 0.05% 63
2018
Q3 		$181K Sell
3,438
-3,953
-53% -$226K 0.15% 57
2018
Q2 		$399K Buy
7,391
+3,808
+106% +$204K 0.37% 33
2018
Q1 		$188K Buy
3,583
+913
+34% +$54.2K 0.18% 53
2017
Q4 		$162K Buy
+2,670
New +$151K 0.16% 55

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

Crewe Advisors's WFC Position: Q2 2026 in Review

Crewe Advisors increased its Wells Fargo (WFC) stake by 10% in Q2 2026, buying an estimated $28.9K and bringing the position to 3,918 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #177.

Crewe Advisors first reported a position in WFC in Q4 2017 and has held it in 25 quarters since. The position peaked at $448K in Q2 2019. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Crewe Advisors held 3,918 shares of Wells Fargo worth $324K as of Q2 2026.
  • Crewe Advisors bought 360 Wells Fargo shares in Q2 2026, an estimated $28.9K.
  • Wells Fargo made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #177 holding.
  • Crewe Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 25 quarters since.
  • Crewe Advisors's Wells Fargo position peaked at $448K in Q2 2019.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.