CWC Advisors’s Wells Fargo WFC Stock Holding History

CWC 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 Q3	$1.91M	Buy	23,876 +38	+0.2%	+$3.29K	0.89%	33
2026 Q2	$1.97M	Sell	23,838 -1,386	-5%	-$111K	0.87%	33
2026 Q1	$2.01M	Sell	25,224 -213	-0.8%	-$18.3K	0.96%	30
2025 Q4	$2.37M	Sell	25,437 -119	-0.5%	-$10.3K	1.14%	27
2025 Q3	$2.14M	Sell	25,556 -330	-1%	-$26.8K	1.05%	29
2025 Q2	$2.07M	Buy	25,886 +692	+3%	+$49.9K	1.07%	27
2025 Q1	$1.81M	Buy	25,194 +8,398	+50%	+$631K	1.03%	27
2024 Q4	$1.18M	Buy	16,796 +365	+2%	+$24.9K	1.18%	23
2024 Q3	$928K	Buy	+16,431	New	+$929K	0.92%	33

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CWC Advisors's WFC Position: Q3 2026 in Review

CWC Advisors increased its Wells Fargo (WFC) stake by 0.16% in Q3 2026, buying an estimated $3.29K and bringing the position to 23,876 shares worth $1.91M. The position accounts for 0.89% of the portfolio, ranked #33.

CWC Advisors first reported a position in WFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.37M in Q4 2025. 640 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

CWC Advisors held 23,876 shares of Wells Fargo worth $1.91M as of Q3 2026.
CWC Advisors bought 38 Wells Fargo shares in Q3 2026, an estimated $3.29K.
Wells Fargo made up 0.89% of CWC Advisors's portfolio in Q3 2026, its #33 holding.
CWC Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's Wells Fargo position peaked at $2.37M in Q4 2025.
640 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.