SeaCrest Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $782K | Sell |
9,467
-2,180
| -19% | -$175K | 0.09% | 200 |
|
|
2026
Q1 | $927K | Sell |
11,647
-733
| -6% | -$63K | 0.1% | 206 |
|
|
2025
Q4 | $1.17M | Sell |
12,380
-125
| -1% | -$10.9K | 0.12% | 165 |
|
|
2025
Q3 | $997K | Sell |
12,505
-262
| -2% | -$21.2K | 0.11% | 174 |
|
|
2025
Q2 | $1.02M | Sell |
12,767
-9,707
| -43% | -$700K | 0.11% | 174 |
|
|
2025
Q1 | $1.61M | Buy |
22,474
+853
| +4% | +$64K | 0.18% | 101 |
|
|
2024
Q4 | $1.52M | Buy |
21,621
+3,305
| +18% | +$226K | 0.16% | 117 |
|
|
2024
Q3 | $1.03M | Sell |
18,316
-46
| -0.3% | -$2.6K | 0.11% | 180 |
|
|
2024
Q2 | $1.09M | Buy |
18,362
+1,330
| +8% | +$78.5K | 0.12% | 164 |
|
|
2024
Q1 | $987K | Sell |
17,032
-14,792
| -46% | -$774K | 0.12% | 176 |
|
|
2023
Q4 | $1.59M | Buy |
31,824
+2,050
| +7% | +$88.5K | 0.2% | 107 |
|
|
2023
Q3 | $1.22M | Sell |
29,774
-1,485
| -5% | -$64.1K | 0.16% | 130 |
|
|
2023
Q2 | $1.33M | Sell |
31,259
-7,575
| -20% | -$305K | 0.17% | 126 |
|
|
2023
Q1 | $1.45M | Sell |
38,834
-1,228
| -3% | -$53.5K | 0.2% | 107 |
|
|
2022
Q4 | $1.65M | Buy |
40,062
+7,454
| +23% | +$330K | 0.24% | 86 |
|
|
2022
Q3 | $1.31M | Sell |
32,608
-1,707
| -5% | -$73.3K | 0.2% | 105 |
|
|
2022
Q2 | $1.34M | Buy |
34,315
+2,237
| +7% | +$98.2K | 0.17% | 118 |
|
|
2022
Q1 | $1.55M | Buy |
32,078
+3,135
| +11% | +$168K | 0.18% | 118 |
|
|
2021
Q4 | $1.39M | Buy |
28,943
+647
| +2% | +$31.9K | 0.15% | 136 |
|
|
2021
Q3 | $1.31M | Buy |
28,296
+900
| +3% | +$41.7K | 0.16% | 136 |
|
|
2021
Q2 | $1.24M | Sell |
27,396
-1,382
| -5% | -$61.7K | 0.15% | 144 |
|
|
2021
Q1 | $1.12M | Buy |
28,778
+1,051
| +4% | +$37.2K | 0.15% | 150 |
|
|
2020
Q4 | $837K | Sell |
27,727
-1,306
| -4% | -$33.8K | 0.12% | 186 |
|
|
2020
Q3 | $683K | Sell |
29,033
-5,321
| -15% | -$131K | 0.11% | 209 |
|
|
2020
Q2 | $879K | Buy |
34,354
+4,326
| +14% | +$118K | 0.15% | 150 |
|
|
2020
Q1 | $862K | Sell |
30,028
-1,698
| -5% | -$72.2K | 0.19% | 122 |
|
|
2019
Q4 | $1.71M | Buy |
31,726
+2,176
| +7% | +$114K | 0.29% | 78 |
|
|
2019
Q3 | $1.49M | Buy |
29,550
+312
| +1% | +$14.7K | 0.28% | 81 |
|
|
2019
Q2 | $1.38M | Sell |
29,238
-971
| -3% | -$45.4K | 0.28% | 81 |
|
|
2019
Q1 | $1.46M | Sell |
30,209
-561
| -2% | -$27.6K | 0.25% | 83 |
|
|
2018
Q4 | $1.42M | Sell |
30,770
-1,788
| -5% | -$91.6K | 0.29% | 72 |
|
|
2018
Q3 | $1.71M | Sell |
32,558
-1,646
| -5% | -$94K | 0.29% | 65 |
|
|
2018
Q2 | $1.9M | Sell |
34,204
-44
| -0.1% | -$2.36K | 0.34% | 54 |
|
|
2018
Q1 | $1.79M | Sell |
34,248
-678
| -2% | -$40.3K | 0.33% | 59 |
|
|
2017
Q4 | $2.12M | Buy |
+34,926
| New | +$1.97M | 0.39% | 48 |
|
Other funds holding WFC
CF
DJC
BPC
FWCM
DC
SL
SeaCrest Wealth Management's WFC Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Wells Fargo (WFC) stake by 19% in Q2 2026, selling an estimated $175K and leaving 9,467 shares worth $782K. The position accounts for 0.09% of the portfolio, ranked #200.
SeaCrest Wealth Management first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.12M in Q4 2017. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- SeaCrest Wealth Management held 9,467 shares of Wells Fargo worth $782K as of Q2 2026.
- SeaCrest Wealth Management sold 2,180 Wells Fargo shares in Q2 2026, an estimated $175K.
- Wells Fargo made up 0.09% of SeaCrest Wealth Management's portfolio in Q2 2026, its #200 holding.
- SeaCrest Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Wells Fargo position peaked at $2.12M in Q4 2017.
- 1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.