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 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 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

Black Diamond Financial's WFC Position: Q1 2026 in Review

Black Diamond Financial reduced its Wells Fargo (WFC) stake by 8.5% in Q1 2026, selling an estimated $34.9K and leaving 4,398 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #127.

Black Diamond Financial first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $448K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Black Diamond Financial held 4,398 shares of Wells Fargo worth $350K as of Q1 2026.
Black Diamond Financial sold 406 Wells Fargo shares in Q1 2026, an estimated $34.9K.
Wells Fargo made up 0.04% of Black Diamond Financial's portfolio in Q1 2026, its #127 holding.
Black Diamond Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
Black Diamond Financial's Wells Fargo position peaked at $448K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.