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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
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

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

Elevated Capital Advisors's WFC Position: Q1 2026 in Review

Elevated Capital Advisors increased its Wells Fargo (WFC) stake by 339% in Q1 2026, buying an estimated $682K and bringing the position to 10,279 shares worth $818K. The position accounts for 0.21% of the portfolio, ranked #123.

Elevated Capital Advisors first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Elevated Capital Advisors held 10,279 shares of Wells Fargo worth $818K as of Q1 2026.
  • Elevated Capital Advisors bought 7,937 Wells Fargo shares in Q1 2026, an estimated $682K.
  • Wells Fargo made up 0.21% of Elevated Capital Advisors's portfolio in Q1 2026, its #123 holding.
  • Elevated Capital Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.