BlackDiamond Wealth Management’s Wells Fargo WFC Stock Holding History

BlackDiamond Wealth Management’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	$529K	Sell	6,647 -40	-0.6%	-$3.44K	0.25%	86
2025 Q4	$633K	Buy	6,687 +64	+1%	+$5.56K	0.31%	70
2025 Q3	$555K	Sell	6,623 -6	-0.1%	-$487	0.3%	64
2025 Q2	$540K	Buy	6,629 +1,335	+25%	+$96.3K	0.31%	60
2025 Q1	$384K	Buy	5,294 +290	+6%	+$21.8K	0.26%	70
2024 Q4	$351K	Buy	5,004 +72	+1%	+$4.92K	0.2%	104
2024 Q3	$358K	Buy	4,932 +114	+2%	+$6.45K	0.22%	107
2024 Q2	$254K	Buy	+4,818	New	+$284K	0.17%	119
2023 Q3	–	Sell	-6,119	Closed	-$278K	–	140
2023 Q2	$278K	Sell	6,119 -106	-2%	-$4.27K	0.24%	100
2023 Q1	$252K	Buy	6,225 +815	+15%	+$35.5K	0.26%	94
2022 Q4	$229K	Sell	5,410 -122	-2%	-$5.4K	0.26%	99
2022 Q3	$251K	Buy	5,532 +261	+5%	+$11.2K	0.3%	82
2022 Q2	$225K	Buy	5,271 +980	+23%	+$43K	0.28%	99
2022 Q1	$208K	Sell	4,291 -95	-2%	-$5.08K	0.25%	105
2021 Q4	$210K	Buy	+4,386	New	+$216K	0.24%	105

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

BlackDiamond Wealth Management's WFC Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Wells Fargo (WFC) stake by 0.6% in Q1 2026, selling an estimated $3.44K and leaving 6,647 shares worth $529K. The position accounts for 0.25% of the portfolio, ranked #86.

BlackDiamond Wealth Management first reported a position in WFC in Q4 2021 and has held it in 15 quarters since. The position peaked at $633K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

BlackDiamond Wealth Management held 6,647 shares of Wells Fargo worth $529K as of Q1 2026.
BlackDiamond Wealth Management sold 40 Wells Fargo shares in Q1 2026, an estimated $3.44K.
Wells Fargo made up 0.25% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #86 holding.
BlackDiamond Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 15 quarters since.
BlackDiamond Wealth Management's Wells Fargo position peaked at $633K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.