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Fortis Capital Advisors’s Wells Fargo WFC Stock Holding History

Fortis 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
Q2 		$430K Buy
+5,198
New +$418K 0.05% 263
2024
Q2 		– Sell
-7,996
Closed -$463K – 193
2024
Q1 		$463K Buy
+7,996
New +$418K 0.2% 91
2023
Q2 		– Sell
-1,000
Closed -$37.4K – 625
2023
Q1 		$37.4K Sell
1,000
-300
-23% -$13.1K 0.02% 321
2022
Q4 		$53.7K Buy
+1,300
New +$57.5K 0.03% 288

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 $3.38T AUM 44.17% 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

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

Fortis Capital Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 5,198 shares worth $430K. The stake represents 0.05% of the portfolio and ranks #263 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in WFC as recently as Q1 2024.

Fortis Capital Advisors first reported a position in WFC in Q4 2022 and has held it in 4 quarters since. The position peaked at $463K in Q1 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Fortis Capital Advisors held 5,198 shares of Wells Fargo worth $430K as of Q2 2026.
  • Wells Fargo was a new Fortis Capital Advisors position in Q2 2026.
  • Wells Fargo made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #263 holding.
  • Fortis Capital Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 4 quarters since.
  • Fortis Capital Advisors's Wells Fargo position peaked at $463K in Q1 2024.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.