Kapstone Financial Advisors’s Wells Fargo WFC Stock Holding History

Kapstone Financial 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	$204K	Hold	2,557	–	–	0.1%	137
2025 Q4	$238K	Hold	2,557	–	–	0.12%	105
2025 Q3	$214K	Hold	2,557	–	–	0.1%	107
2025 Q2	$205K	Buy	+2,557	New	+$184K	0.1%	108
2025 Q1	–	Sell	-2,557	Closed	-$200K	–	118
2024 Q4	$200K	Buy	+2,557	New	+$175K	0.11%	103
2023 Q1	–	Sell	-4,662	Closed	-$220K	–	103
2022 Q4	$220K	Buy	+4,662	New	+$206K	0.2%	92

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kapstone Financial Advisors's WFC Position: Q1 2026 in Review

Kapstone Financial Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 2,557 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #137.

Kapstone Financial Advisors first reported a position in WFC in Q4 2022 and has held it in 6 quarters since. The position peaked at $238K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kapstone Financial Advisors held 2,557 shares of Wells Fargo worth $204K as of Q1 2026.
Kapstone Financial Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.1% of Kapstone Financial Advisors's portfolio in Q1 2026, its #137 holding.
Kapstone Financial Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 6 quarters since.
Kapstone Financial Advisors's Wells Fargo position peaked at $238K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.