JB Capital
WFC icon

JB Capital’s Wells Fargo WFC Stock Holding History

JB Capital’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 		– Sell
-2,689
Closed -$222K – 290
2026
Q2 		$222K Sell
2,689
-27
-1% -$2.17K 0.01% 257
2026
Q1 		$216K Sell
2,716
-45
-2% -$3.86K 0.01% 246
2025
Q4 		$257K Buy
2,761
+20
+0.7% +$1.74K 0.01% 226
2025
Q3 		$230K Sell
2,741
-60
-2% -$4.87K 0.01% 235
2025
Q2 		$224K Buy
2,801
+10
+0.4% +$721 0.01% 229
2025
Q1 		$200K Buy
+2,791
New +$210K 0.01% 216
2022
Q4 		– Sell
-68,294
Closed -$2.75M – 173
2022
Q3 		$2.75M Buy
68,294
+8,618
+14% +$370K 0.3% 56
2022
Q2 		$2.34M Buy
59,676
+6,142
+11% +$270K 0.25% 52
2022
Q1 		$2.6M Buy
53,534
+1,589
+3% +$85K 0.25% 46
2021
Q4 		$2.49M Buy
51,945
+1,820
+4% +$89.6K 0.24% 52
2021
Q3 		$2.33M Buy
+50,125
New +$2.32M 0.3% 49

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Wealth Enhancement Advisory Services
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AssetMark Inc
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Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

JB Capital's WFC Position: Q3 2026 in Review

JB Capital sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,689 shares — an estimated $222K sold.

JB Capital first reported a position in WFC in Q3 2021 and held it in 11 quarters. The position peaked at $2.75M in Q3 2022. 719 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • JB Capital reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • JB Capital sold 2,689 Wells Fargo shares in Q3 2026, an estimated $222K.
  • JB Capital first reported a position in Wells Fargo in Q3 2021 and held it in 11 quarters.
  • JB Capital's Wells Fargo position peaked at $2.75M in Q3 2022.
  • 719 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.