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CSM Advisors’s Wells Fargo WFC Stock Holding History

CSM 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 		$1.79M Sell
21,712
-2,018
-9% -$162K 0.04% 311
2026
Q1 		$1.89M Buy
23,730
+2,251
+10% +$193K 0.05% 310
2025
Q4 		$2M Sell
21,479
-26,640
-55% -$2.31M 0.05% 279
2025
Q3 		$4.03M Sell
48,119
-88,358
-65% -$7.17M 0.11% 215
2025
Q2 		$10.9M Buy
136,477
+755
+0.6% +$54.4K 0.32% 91
2025
Q1 		$9.74M Sell
135,722
-5,000
-4% -$375K 0.53% 44
2024
Q4 		$9.88M Sell
140,722
-2,790
-2% -$190K 0.46% 52
2024
Q3 		$8.11M Sell
143,512
-7,615
-5% -$431K 0.53% 64
2024
Q2 		$8.97M Sell
151,127
-7,645
-5% -$451K 0.63% 50
2024
Q1 		$9.2M Buy
158,772
+1,050
+0.7% +$54.9K 0.6% 53
2023
Q4 		$7.76M Sell
157,722
-438
-0.3% -$18.9K 0.56% 55
2023
Q3 		$6.46M Sell
158,160
-20
-0% -$863 0.56% 55
2023
Q2 		$6.75M Sell
158,180
-345
-0.2% -$13.9K 0.51% 58
2023
Q1 		$5.92M Buy
158,525
+17,000
+12% +$741K 0.51% 60
2022
Q4 		$5.84M Buy
141,525
+2,330
+2% +$103K 0.56% 54
2022
Q3 		$5.6M Sell
139,195
-15,575
-10% -$669K 0.61% 50
2022
Q2 		$6.06M Buy
154,770
+1,048
+0.7% +$46K 0.55% 56
2022
Q1 		$7.45M Sell
153,722
-37,080
-19% -$1.98M 0.51% 58
2021
Q4 		$9.16M Sell
190,802
-3,530
-2% -$174K 0.61% 53
2021
Q3 		$9.02M Buy
194,332
+2,100
+1% +$97.2K 0.67% 47
2021
Q2 		$8.71M Sell
192,232
-350
-0.2% -$15.6K 0.58% 48
2021
Q1 		$7.52M Buy
+192,582
New +$6.82M 1.06% 38

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

CSM Advisors's WFC Position: Q2 2026 in Review

CSM Advisors reduced its Wells Fargo (WFC) stake by 8.5% in Q2 2026, selling an estimated $162K and leaving 21,712 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #311.

CSM Advisors first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.9M in Q2 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CSM Advisors held 21,712 shares of Wells Fargo worth $1.79M as of Q2 2026.
  • CSM Advisors sold 2,018 Wells Fargo shares in Q2 2026, an estimated $162K.
  • Wells Fargo made up 0.04% of CSM Advisors's portfolio in Q2 2026, its #311 holding.
  • CSM Advisors first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's Wells Fargo position peaked at $10.9M in Q2 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.