U.S. Capital Wealth Advisors’s Wells Fargo WFC Stock Holding History

U.S. 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	$2.37M	Buy	29,788 +1,052	+4%	+$90.4K	0.06%	318
2025 Q4	$2.68M	Buy	28,736 +850	+3%	+$73.8K	0.07%	277
2025 Q3	$2.34M	Sell	27,886 -924	-3%	-$74.9K	0.06%	297
2025 Q2	$2.31M	Buy	28,810 +270	+0.9%	+$19.5K	0.07%	274
2025 Q1	$2.05M	Buy	28,540 +1,690	+6%	+$127K	0.06%	282
2024 Q4	$1.89M	Buy	26,850 +304	+1%	+$20.8K	0.06%	307
2024 Q3	$1.5M	Sell	26,546 -3,104	-10%	-$176K	0.05%	294
2024 Q2	$1.76M	Sell	29,650 -5,030	-15%	-$297K	0.07%	259
2024 Q1	$2.01M	Sell	34,680 -5,122	-13%	-$268K	0.08%	232
2023 Q4	$1.96M	Sell	39,802 -17,842	-31%	-$770K	0.08%	230
2023 Q3	$2.36M	Sell	57,644 -1,486	-3%	-$64.2K	0.11%	175
2023 Q2	$2.52M	Sell	59,130 -1,458	-2%	-$58.7K	0.12%	171
2023 Q1	$2.26M	Sell	60,588 -2,264	-4%	-$98.7K	0.1%	185
2022 Q4	$2.6M	Sell	62,852 -310	-0.5%	-$13.7K	0.12%	167
2022 Q3	$2.54M	Sell	63,162 -1,913	-3%	-$82.2K	0.13%	156
2022 Q2	$2.55M	Sell	65,075 -453	-0.7%	-$19.9K	0.11%	179
2022 Q1	$3.17M	Sell	65,528 -422	-0.6%	-$22.6K	0.12%	181
2021 Q4	$3.16M	Buy	65,950 +539	+0.8%	+$26.5K	0.13%	179
2021 Q3	$3.04M	Buy	+65,411	New	+$3.03M	0.13%	183

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's WFC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Wells Fargo (WFC) stake by 3.7% in Q1 2026, buying an estimated $90.4K and bringing the position to 29,788 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #318.

U.S. Capital Wealth Advisors first reported a position in WFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.17M in Q1 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

U.S. Capital Wealth Advisors held 29,788 shares of Wells Fargo worth $2.37M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,052 Wells Fargo shares in Q1 2026, an estimated $90.4K.
Wells Fargo made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #318 holding.
U.S. Capital Wealth Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Wells Fargo position peaked at $3.17M in Q1 2022.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.