Scott Capital Advisors
WFC icon

Scott Capital Advisors’s Wells Fargo WFC Stock Holding History

Scott Capital 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
Q3 		$3.68M Buy
45,862
+42,764
+1,380% +$3.7M 0.53% 25
2026
Q2 		$256K Sell
3,098
-31
-1% -$2.49K 0.04% 59
2026
Q1 		$267K Sell
3,129
-16
-0.5% -$1.37K 0.05% 50
2025
Q4 		$293K Sell
3,145
-42
-1% -$3.65K 0.06% 46
2025
Q3 		$254K Sell
3,187
-164
-5% -$13.3K 0.06% 47
2025
Q2 		$274K Buy
3,351
+472
+16% +$34K 0.07% 44
2025
Q1 		$207K Hold
2,879
– – 0.06% 49
2024
Q4 		$203K Buy
+2,879
New +$197K 0.06% 48

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Scott Capital Advisors's WFC Position: Q3 2026 in Review

Scott Capital Advisors increased its Wells Fargo (WFC) stake by 1,380% in Q3 2026, buying an estimated $3.7M and bringing the position to 45,862 shares worth $3.68M. The position accounts for 0.53% of the portfolio, ranked #25.

Scott Capital Advisors first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. 1,821 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Scott Capital Advisors held 45,862 shares of Wells Fargo worth $3.68M as of Q3 2026.
  • Scott Capital Advisors bought 42,764 Wells Fargo shares in Q3 2026, an estimated $3.7M.
  • Wells Fargo made up 0.53% of Scott Capital Advisors's portfolio in Q3 2026, its #25 holding.
  • Scott Capital Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.