North Capital
WFC icon

North Capital’s Wells Fargo WFC Stock Holding History

North 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 		$238K Sell
2,944
-160
-5% -$13.8K 0.17% 80
2026
Q2 		$257K Sell
3,104
-1,881
-38% -$151K 0.19% 82
2026
Q1 		$397K Hold
4,985
– – 0.34% 47
2025
Q4 		$465K Buy
4,985
+1,999
+67% +$174K 0.4% 36
2025
Q3 		$250K Sell
2,986
-4
-0.1% -$324 0.19% 65
2025
Q2 		$240K Sell
2,990
-4
-0.1% -$288 0.21% 61
2025
Q1 		$215K Buy
+2,994
New +$225K 0.2% 71

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

North Capital's WFC Position: Q3 2026 in Review

North Capital reduced its Wells Fargo (WFC) stake by 5.2% in Q3 2026, selling an estimated $13.8K and leaving 2,944 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #80.

North Capital first reported a position in WFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $465K in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • North Capital held 2,944 shares of Wells Fargo worth $238K as of Q3 2026.
  • North Capital sold 160 Wells Fargo shares in Q3 2026, an estimated $13.8K.
  • Wells Fargo made up 0.17% of North Capital's portfolio in Q3 2026, its #80 holding.
  • North Capital first reported a position in Wells Fargo in Q1 2025 and has held it in 7 quarters since.
  • North Capital's Wells Fargo position peaked at $465K in Q4 2025.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.