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Gallagher Capital Advisors’s Wells Fargo WFC Stock Holding History

Gallagher 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 		$412K Buy
+4,983
New +$400K 0.24% 55
2026
Q1 		– Sell
-5,765
Closed -$538K – 76
2025
Q4 		$538K Buy
+5,765
New +$500K 0.35% 45
2025
Q2 		– Sell
-5,733
Closed -$412K – 72
2025
Q1 		$412K Sell
5,733
-21
-0.4% -$1.58K 0.31% 46
2024
Q4 		$404K Buy
+5,754
New +$393K 0.29% 47

Other funds holding WFC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Gallagher Capital Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 4,983 shares worth $412K. The stake represents 0.24% of the portfolio and ranks #55 among its holdings. This is a return to the name: Gallagher Capital Advisors previously reported a position in WFC as recently as Q4 2025.

Gallagher Capital Advisors first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $538K in Q4 2025. 1,530 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Gallagher Capital Advisors held 4,983 shares of Wells Fargo worth $412K as of Q2 2026.
  • Wells Fargo was a new Gallagher Capital Advisors position in Q2 2026.
  • Wells Fargo made up 0.24% of Gallagher Capital Advisors's portfolio in Q2 2026, its #55 holding.
  • Gallagher Capital Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
  • Gallagher Capital Advisors's Wells Fargo position peaked at $538K in Q4 2025.
  • 1,530 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.