Elevated Capital Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Elevated Capital Advisors's WFC Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Wells Fargo (WFC) stake by 26% in Q2 2026, selling an estimated $216K and leaving 7,592 shares worth $627K. The position accounts for 0.17% of the portfolio, ranked #104.

Elevated Capital Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $818K in Q1 2026. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Elevated Capital Advisors held 7,592 shares of Wells Fargo worth $627K as of Q2 2026.
  • Elevated Capital Advisors sold 2,687 Wells Fargo shares in Q2 2026, an estimated $216K.
  • Wells Fargo made up 0.17% of Elevated Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Elevated Capital Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Wells Fargo position peaked at $818K in Q1 2026.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.