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Pacific Capital Wealth Advisors’s Wells Fargo WFC Stock Holding History

Pacific Capital Wealth 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 		– Sell
-2,245
Closed -$209K – 90
2025
Q4 		$209K Buy
+2,245
New +$195K 0.04% 77
2025
Q1 		– Sell
-2,245
Closed -$158K – 387
2024
Q4 		$158K Sell
2,245
-553
-20% -$37.8K 0.03% 93
2024
Q3 		$158K Buy
2,798
+83
+3% +$4.69K 0.03% 90
2024
Q2 		$161K Buy
2,715
+400
+17% +$23.6K 0.03% 85
2024
Q1 		$134K Buy
2,315
+49
+2% +$2.56K 0.03% 83
2023
Q4 		$112K Buy
+2,266
New +$97.8K 0.03% 90

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's WFC Position: Q1 2026 in Review

Pacific Capital Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,245 shares — an estimated $209K sold.

Pacific Capital Wealth Advisors first reported a position in WFC in Q4 2023 and held it in 6 quarters. The position peaked at $209K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Pacific Capital Wealth Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 2,245 Wells Fargo shares in Q1 2026, an estimated $209K.
  • Pacific Capital Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Wells Fargo position peaked at $209K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.