Elevated Capital Advisors
WFC icon

Elevated Capital Advisors’s Wells Fargo WFC Stock Holding History

Elevated Capital 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 		$158K Sell
1,977
-5,615
-74% -$486K 0.05% 169
2026
Q2 		$627K Sell
7,592
-2,687
-26% -$216K 0.17% 104
2026
Q1 		$818K Buy
10,279
+7,937
+339% +$682K 0.21% 123
2025
Q4 		$218K Buy
+2,342
New +$203K 0.05% 253

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Elevated Capital Advisors's WFC Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Wells Fargo (WFC) stake by 74% in Q3 2026, selling an estimated $486K and leaving 1,977 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #169.

Elevated Capital Advisors first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $818K in Q1 2026. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Elevated Capital Advisors held 1,977 shares of Wells Fargo worth $158K as of Q3 2026.
  • Elevated Capital Advisors sold 5,615 Wells Fargo shares in Q3 2026, an estimated $486K.
  • Wells Fargo made up 0.05% of Elevated Capital Advisors's portfolio in Q3 2026, its #169 holding.
  • Elevated Capital Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Wells Fargo position peaked at $818K in Q1 2026.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.