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DAGCO Inc’s Wells Fargo WFC Stock Holding History

DAGCO Inc’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 		– Sell
-50
Closed -$3.98K – 348
2026
Q1 		$3.98K Hold
50
– – ﹤0.01% 321
2025
Q4 		$4.66K Hold
50
– – ﹤0.01% 327
2025
Q3 		$4.19K Hold
50
– – ﹤0.01% 316
2025
Q2 		$4.01K Hold
50
– – ﹤0.01% 311
2025
Q1 		$3.59K Buy
+50
New +$3.75K ﹤0.01% 301

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DAGCO Inc's WFC Position: Q2 2026 in Review

DAGCO Inc sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 50 shares — an estimated $3.98K sold.

DAGCO Inc first reported a position in WFC in Q1 2025 and held it in 5 quarters. The position peaked at $4.66K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • DAGCO Inc reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 50 Wells Fargo shares in Q2 2026, an estimated $3.98K.
  • DAGCO Inc first reported a position in Wells Fargo in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's Wells Fargo position peaked at $4.66K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.