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Dakota Wealth Management’s Wells Fargo WFC Stock Holding History

Dakota 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 		$690K Sell
8,668
-34
-0.4% -$2.92K 0.01% 475
2025
Q4 		$811K Buy
8,702
+492
+6% +$42.7K 0.01% 446
2025
Q3 		$688K Sell
8,210
-9,502
-54% -$771K 0.01% 424
2025
Q2 		$1.42M Buy
17,712
+483
+3% +$34.8K 0.03% 326
2025
Q1 		$1.24M Sell
17,229
-109
-0.6% -$8.18K 0.03% 339
2024
Q4 		$1.22M Sell
17,338
-2,136
-11% -$146K 0.03% 329
2024
Q3 		$1.1M Sell
19,474
-428
-2% -$24.2K 0.02% 355
2024
Q2 		$1.18M Buy
19,902
+3,173
+19% +$187K 0.03% 335
2024
Q1 		$970K Buy
16,729
+2,143
+15% +$112K 0.02% 378
2023
Q4 		$718K Sell
14,586
-1,200
-8% -$51.8K 0.03% 364
2023
Q3 		$645K Sell
15,786
-1,272
-7% -$54.9K 0.03% 355
2023
Q2 		$728K Buy
17,058
+100
+0.6% +$4.03K 0.03% 305
2023
Q1 		$634K Buy
16,958
+1,735
+11% +$75.6K 0.04% 315
2022
Q4 		$629K Buy
15,223
+6,090
+67% +$270K 0.04% 310
2022
Q3 		$368K Buy
9,133
+3,755
+70% +$161K 0.03% 396
2022
Q2 		$211K Buy
5,378
+811
+18% +$35.6K 0.02% 440
2022
Q1 		$222K Buy
+4,567
New +$244K 0.02% 400
2020
Q1 		– Sell
-8,970
Closed -$483K – 326
2019
Q4 		$483K Buy
+8,970
New +$470K 0.08% 198
2019
Q1 		– Sell
-6,599
Closed -$347K – 340
2018
Q4 		$347K Hold
6,599
– – 0.08% 199
2018
Q3 		$347K Sell
6,599
-2,540
-28% -$145K 0.08% 199
2018
Q2 		$507K Buy
+9,139
New +$490K 0.14% 125

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dakota Wealth Management reduced its Wells Fargo (WFC) stake by 0.39% in Q1 2026, selling an estimated $2.92K and leaving 8,668 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #475.

Dakota Wealth Management first reported a position in WFC in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.42M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Dakota Wealth Management held 8,668 shares of Wells Fargo worth $690K as of Q1 2026.
  • Dakota Wealth Management sold 34 Wells Fargo shares in Q1 2026, an estimated $2.92K.
  • Wells Fargo made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #475 holding.
  • Dakota Wealth Management first reported a position in Wells Fargo in Q2 2018 and has held it in 21 quarters since.
  • Dakota Wealth Management's Wells Fargo position peaked at $1.42M in Q2 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.