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CAPTRUST FINANCIAL ADVISORS: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WFC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,067,096 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,067,096 shares
    Change vs previous 13F -20,945 shares

    0.14% of the 13F portfolio, value $88,184,807.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,088,041 shares
    Change vs previous 13F +159,003 shares

    0.15% of the 13F portfolio, value $86,617,563.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 929,038 shares
    Change vs previous 13F +99,173 shares

    0.16% of the 13F portfolio, value $86,586,301.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 829,865 shares
    Change vs previous 13F -4,726 shares

    0.14% of the 13F portfolio, value $69,559,267.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 834,591 shares
    Change vs previous 13F +43,274 shares

    0.15% of the 13F portfolio, value $66,867,421.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 791,317 shares
    Change vs previous 13F +19,780 shares

    0.14% of the 13F portfolio, value $56,808,612.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 771,537 shares
    Change vs previous 13F +106,495 shares

    0.15% of the 13F portfolio, value $54,192,738.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 665,042 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $37,568,248.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).