CDKV Holdings’s Wells Fargo WFC Stock Holding History

CDKV Holdings’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	$63.8K	Hold	802	–	–	0.06%	119
2025 Q4	$687K	Buy	+802	New	+$69.6K	0.57%	35

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

CDKV Holdings's WFC Position: Q1 2026 in Review

CDKV Holdings held its Wells Fargo (WFC) position steady in Q1 2026 at 802 shares worth $63.8K. The position accounts for 0.06% of the portfolio, ranked #119.

CDKV Holdings first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $687K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

CDKV Holdings held 802 shares of Wells Fargo worth $63.8K as of Q1 2026.
CDKV Holdings left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.06% of CDKV Holdings's portfolio in Q1 2026, its #119 holding.
CDKV Holdings first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
CDKV Holdings's Wells Fargo position peaked at $687K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CDKV Holdings's 13F filing for Q1 2026, filed 4 May 2026.