Prime Capital Investment Advisors
WFC icon

Prime Capital Investment Advisors’s Wells Fargo WFC Stock Holding History

Prime Capital Investment 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
Q2 		$3.03M Sell
36,686
-1,912
-5% -$154K 0.03% 314
2026
Q1 		$3.07M Sell
38,598
-6,113
-14% -$525K 0.04% 301
2025
Q4 		$4.17M Buy
44,711
+1,310
+3% +$114K 0.05% 229
2025
Q3 		$3.64M Buy
43,401
+404
+0.9% +$32.8K 0.05% 248
2025
Q2 		$3.44M Sell
42,997
-16,277
-27% -$1.17M 0.05% 252
2025
Q1 		$4.26M Buy
59,274
+18,727
+46% +$1.41M 0.05% 248
2024
Q4 		$2.85M Sell
40,547
-91
-0.2% -$6.21K 0.04% 259
2024
Q3 		$2.3M Sell
40,638
-2,070
-5% -$117K 0.03% 292
2024
Q2 		$2.54M Sell
42,708
-5,600
-12% -$331K 0.04% 284
2024
Q1 		$2.8M Sell
48,308
-16,209
-25% -$848K 0.04% 288
2023
Q4 		$3.18M Buy
64,517
+29,580
+85% +$1.28M 0.05% 265
2023
Q3 		$1.43M Sell
34,937
-6,749
-16% -$291K 0.03% 299
2023
Q2 		$1.78M Buy
41,686
+21,852
+110% +$880K 0.04% 271
2023
Q1 		$741K Buy
19,834
+2,224
+13% +$96.9K 0.03% 291
2022
Q4 		$727K Buy
17,610
+11,154
+173% +$494K 0.03% 272
2022
Q3 		$260K Buy
6,456
+575
+10% +$24.7K 0.01% 333
2022
Q2 		$230K Buy
+5,881
New +$258K 0.01% 335
2021
Q3 		– Sell
-4,844
Closed -$219K – 396
2021
Q2 		$219K Buy
+4,844
New +$216K 0.01% 347
2020
Q3 		– Sell
-3,345
Closed -$86K – 511
2020
Q2 		$86K Buy
3,345
+1,823
+120% +$49.9K 0.01% 284
2020
Q1 		$44K Buy
1,522
+772
+103% +$32.8K 0.01% 294
2019
Q4 		$40K Buy
750
+540
+257% +$28.3K ﹤0.01% 326
2019
Q3 		$11K Buy
+210
New +$9.89K ﹤0.01% 507

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prime Capital Investment Advisors's WFC Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Wells Fargo (WFC) stake by 5% in Q2 2026, selling an estimated $154K and leaving 36,686 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #314.

Prime Capital Investment Advisors first reported a position in WFC in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.26M in Q1 2025. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Prime Capital Investment Advisors held 36,686 shares of Wells Fargo worth $3.03M as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,912 Wells Fargo shares in Q2 2026, an estimated $154K.
  • Wells Fargo made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Prime Capital Investment Advisors first reported a position in Wells Fargo in Q3 2019 and has held it in 22 quarters since.
  • Prime Capital Investment Advisors's Wells Fargo position peaked at $4.26M in Q1 2025.
  • 2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.