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United Capital Financial Advisors’s Wells Fargo WFC Stock Holding History

United Capital Financial 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 		$16.1M Buy
202,770
+7,921
+4% +$680K 0.1% 167
2025
Q4 		$18.2M Buy
194,849
+6,210
+3% +$539K 0.11% 161
2025
Q3 		$15.8M Buy
188,639
+3,023
+2% +$245K 0.11% 152
2025
Q2 		$14.9M Sell
185,616
-12,356
-6% -$891K 0.12% 146
2025
Q1 		$14.2M Sell
197,972
-8,483
-4% -$637K 0.12% 139
2024
Q4 		$14.5M Sell
206,455
-5,813
-3% -$397K 0.12% 141
2024
Q3 		$12M Sell
212,268
-6,300
-3% -$356K 0.1% 163
2024
Q2 		$13M Sell
218,568
-79,942
-27% -$4.72M 0.11% 156
2024
Q1 		$17.3M Sell
298,510
-32,832
-10% -$1.72M 0.14% 143
2023
Q4 		$16.3M Sell
331,342
-187,174
-36% -$8.08M 0.14% 143
2023
Q3 		$21.2M Sell
518,516
-12,931
-2% -$558K 0.14% 145
2023
Q2 		$22.7M Sell
531,447
-9,533
-2% -$384K 0.12% 153
2023
Q1 		$20.2M Sell
540,980
-18,793
-3% -$819K 0.11% 164
2022
Q4 		$23.1M Buy
559,773
+169,690
+44% +$7.51M 0.13% 154
2022
Q3 		$15.7M Sell
390,083
-2,923
-0.7% -$126K 0.09% 188
2022
Q2 		$15.4M Buy
393,006
+15,551
+4% +$682K 0.08% 201
2022
Q1 		$18.3M Sell
377,455
-91,088
-19% -$4.88M 0.09% 197
2021
Q4 		$22.5M Sell
468,543
-9,903
-2% -$488K 0.1% 185
2021
Q3 		$22.2M Buy
478,446
+81,211
+20% +$3.76M 0.11% 179
2021
Q2 		$18M Buy
397,235
+1,637
+0.4% +$73.1K 0.09% 205
2021
Q1 		$15.5M Sell
395,598
-49,805
-11% -$1.76M 0.09% 214
2020
Q4 		$13.4M Sell
445,403
-64,502
-13% -$1.67M 0.08% 225
2020
Q3 		$12M Sell
509,905
-46,151
-8% -$1.14M 0.08% 226
2020
Q2 		$14.2M Buy
556,056
+22,011
+4% +$602K 0.1% 201
2020
Q1 		$15.3M Sell
534,045
-39,787
-7% -$1.69M 0.13% 176
2019
Q4 		$30.9M Buy
573,832
+69,133
+14% +$3.62M 0.2% 111
2019
Q3 		$25.5M Sell
504,699
-27,286
-5% -$1.29M 0.18% 128
2019
Q2 		$25.2M Buy
531,985
+64,767
+14% +$3.03M 0.16% 131
2019
Q1 		$22.6M Buy
467,218
+26,345
+6% +$1.3M 0.16% 141
2018
Q4 		$20.3M Sell
440,873
-68,817
-14% -$3.52M 0.16% 135
2018
Q3 		$26.8M Buy
509,690
+33,654
+7% +$1.92M 0.19% 115
2018
Q2 		$26.4M Buy
476,036
+33,347
+8% +$1.79M 0.2% 115
2018
Q1 		$23.2M Buy
442,689
+113,759
+35% +$6.76M 0.18% 133
2017
Q4 		$20.2M Buy
328,930
+7,533
+2% +$425K 0.16% 150
2017
Q3 		$17.7M Sell
321,397
-7,187
-2% -$382K 0.15% 155
2017
Q2 		$18.2M Sell
328,584
-21,481
-6% -$1.15M 0.16% 141
2017
Q1 		$19.5M Sell
350,065
-13,520
-4% -$767K 0.18% 121
2016
Q4 		$20M Buy
363,585
+38,468
+12% +$1.93M 0.19% 108
2016
Q3 		$14.4M Buy
325,117
+82,984
+34% +$3.97M 0.14% 170
2016
Q2 		$11.4M Buy
242,133
+4,828
+2% +$235K 0.12% 200
2016
Q1 		$11.5M Sell
237,305
-43,455
-15% -$2.13M 0.13% 170
2015
Q4 		$15.3M Buy
280,760
+8,967
+3% +$487K 0.18% 123
2015
Q3 		$14M Buy
271,793
+29,637
+12% +$1.63M 0.17% 125
2015
Q2 		$13.6M Buy
242,156
+13,916
+6% +$776K 0.16% 151
2015
Q1 		$12.6M Buy
228,240
+43,421
+23% +$2.35M 0.15% 165
2014
Q4 		$10.1M Buy
184,819
+28,997
+19% +$1.54M 0.15% 163
2014
Q3 		$8.08M Buy
155,822
+4,378
+3% +$225K 0.14% 176
2014
Q2 		$7.96M Buy
151,444
+7,973
+6% +$401K 0.15% 182
2014
Q1 		$7.14M Buy
143,471
+1,462
+1% +$68.1K 0.15% 162
2013
Q4 		$6.45M Buy
142,009
+74,464
+110% +$3.22M 0.22% 121
2013
Q3 		$2.79M Sell
67,545
-69,815
-51% -$2.98M 0.09% 212
2013
Q2 		$5.67M Buy
+137,360
New +$5.35M 0.15% 167

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

United Capital Financial Advisors's WFC Position: Q1 2026 in Review

United Capital Financial Advisors increased its Wells Fargo (WFC) stake by 4.1% in Q1 2026, buying an estimated $680K and bringing the position to 202,770 shares worth $16.1M. The position accounts for 0.1% of the portfolio, ranked #167.

United Capital Financial Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.9M in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • United Capital Financial Advisors held 202,770 shares of Wells Fargo worth $16.1M as of Q1 2026.
  • United Capital Financial Advisors bought 7,921 Wells Fargo shares in Q1 2026, an estimated $680K.
  • Wells Fargo made up 0.1% of United Capital Financial Advisors's portfolio in Q1 2026, its #167 holding.
  • United Capital Financial Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Wells Fargo position peaked at $30.9M in Q4 2019.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.