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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

North Capital's WFC Position: Q2 2026 in Review

North Capital reduced its Wells Fargo (WFC) stake by 38% in Q2 2026, selling an estimated $151K and leaving 3,104 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #82.

North Capital first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $465K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

North Capital held 3,104 shares of Wells Fargo worth $257K as of Q2 2026.
North Capital sold 1,881 Wells Fargo shares in Q2 2026, an estimated $151K.
Wells Fargo made up 0.19% of North Capital's portfolio in Q2 2026, its #82 holding.
North Capital first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
North Capital's Wells Fargo position peaked at $465K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.