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Black Diamond Financial’s Wells Fargo WFC Stock Holding History

Black Diamond Financial’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
Q2 		$340K Sell
4,116
-282
-6% -$22.7K 0.03% 144
2026
Q1 		$350K Sell
4,398
-406
-8% -$34.9K 0.04% 127
2025
Q4 		$448K Sell
4,804
-27
-0.6% -$2.34K 0.05% 107
2025
Q3 		$405K Buy
4,831
+2,109
+77% +$171K 0.05% 111
2025
Q2 		$218K Sell
2,722
-2,134
-44% -$154K 0.03% 136
2025
Q1 		$349K Buy
4,856
+42
+0.9% +$3.15K 0.05% 108
2024
Q4 		$338K Buy
4,814
+151
+3% +$10.3K 0.05% 105
2024
Q3 		$263K Buy
4,663
+808
+21% +$45.7K 0.04% 116
2024
Q2 		$229K Buy
+3,855
New +$228K 0.04% 125

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Black Diamond Financial's WFC Position: Q2 2026 in Review

Black Diamond Financial reduced its Wells Fargo (WFC) stake by 6.4% in Q2 2026, selling an estimated $22.7K and leaving 4,116 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #144.

Black Diamond Financial first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $448K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Black Diamond Financial held 4,116 shares of Wells Fargo worth $340K as of Q2 2026.
  • Black Diamond Financial sold 282 Wells Fargo shares in Q2 2026, an estimated $22.7K.
  • Wells Fargo made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #144 holding.
  • Black Diamond Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • Black Diamond Financial's Wells Fargo position peaked at $448K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.