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Dana Investment Advisors’s Wells Fargo WFC Stock Holding History

Dana Investment Advisors’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 		$24.1M Sell
302,977
-19,875
-6% -$1.71M 0.72% 27
2025
Q4 		$30.1M Sell
322,852
-13,205
-4% -$1.15M 0.88% 19
2025
Q3 		$28.2M Sell
336,057
-8,131
-2% -$659K 0.83% 22
2025
Q2 		$27.6M Sell
344,188
-15,209
-4% -$1.1M 0.91% 18
2025
Q1 		$25.8M Sell
359,397
-8,447
-2% -$634K 0.92% 18
2024
Q4 		$25.8M Buy
367,844
+9,259
+3% +$632K 0.85% 19
2024
Q3 		$20.3M Sell
358,585
-5,710
-2% -$323K 0.67% 32
2024
Q2 		$21.6M Sell
364,295
-29,061
-7% -$1.72M 0.73% 26
2024
Q1 		$22.8M Sell
393,356
-13,224
-3% -$692K 0.76% 24
2023
Q4 		$20M Sell
406,580
-9,706
-2% -$419K 0.97% 28
2023
Q3 		$17M Buy
416,286
+34,541
+9% +$1.49M 0.87% 36
2023
Q2 		$16.3M Sell
381,745
-18,340
-5% -$738K 0.8% 39
2023
Q1 		$15M Sell
400,085
-4,329
-1% -$189K 0.76% 42
2022
Q4 		$16.7M Buy
404,414
+17,352
+4% +$768K 0.88% 40
2022
Q3 		$15.6M Buy
387,062
+252,887
+188% +$10.9M 0.88% 38
2022
Q2 		$5.26M Buy
134,175
+17,083
+15% +$750K 0.27% 87
2022
Q1 		$5.67M Sell
117,092
-11,716
-9% -$627K 0.26% 80
2021
Q4 		$6.18M Sell
128,808
-4,386
-3% -$216K 0.27% 84
2021
Q3 		$6.18M Buy
133,194
+3,018
+2% +$140K 0.28% 83
2021
Q2 		$5.9M Buy
130,176
+5,700
+5% +$255K 0.26% 82
2021
Q1 		$4.86M Buy
124,476
+109,861
+752% +$3.89M 0.22% 88
2020
Q4 		$441K Buy
14,615
+1,547
+12% +$40K 0.02% 250
2020
Q3 		$307K Buy
13,068
+888
+7% +$21.9K 0.02% 251
2020
Q2 		$312K Buy
12,180
+5,057
+71% +$138K 0.02% 239
2020
Q1 		$204K Buy
7,123
+410
+6% +$17.4K 0.01% 260
2019
Q4 		$361K Buy
6,713
+33
+0.5% +$1.73K 0.02% 245
2019
Q3 		$337K Sell
6,680
-362
-5% -$17.1K 0.02% 231
2019
Q2 		$333K Buy
7,042
+1,718
+32% +$80.3K 0.02% 240
2019
Q1 		$257K Buy
+5,324
New +$262K 0.01% 257
2018
Q1 		– Sell
-44,831
Closed -$2.72M – 293
2017
Q4 		$2.72M Sell
44,831
-2,192
-5% -$124K 0.12% 130
2017
Q3 		$2.59M Sell
47,023
-651
-1% -$34.6K 0.12% 130
2017
Q2 		$2.64M Sell
47,674
-4,509
-9% -$242K 0.12% 134
2017
Q1 		$2.9M Sell
52,183
-5,214
-9% -$296K 0.14% 119
2016
Q4 		$3.16M Sell
57,397
-24,293
-30% -$1.22M 0.15% 122
2016
Q3 		$3.62M Sell
81,690
-608,940
-88% -$29.1M 0.17% 107
2016
Q2 		$32.7M Buy
690,630
+10,587
+2% +$516K 1.45% 18
2016
Q1 		$32.9M Buy
680,043
+646,893
+1,951% +$31.7M 1.48% 16
2015
Q4 		$33.1K Sell
33,150
-627,941
-95% -$34.1M 1.61% 17
2015
Q3 		$33.9M Buy
661,091
+35,767
+6% +$1.97M 1.6% 15
2015
Q2 		$35.2M Buy
625,324
+34,178
+6% +$1.91M 1.65% 11
2015
Q1 		$32.2M Buy
591,146
+71,755
+14% +$3.88M 1.57% 17
2014
Q4 		$28.5M Sell
519,391
-7,382
-1% -$391K 1.15% 33
2014
Q3 		$27.3M Buy
526,773
+15,357
+3% +$790K 1.58% 13
2014
Q2 		$26.9M Buy
511,416
+11,552
+2% +$581K 1.57% 13
2014
Q1 		$24.9M Buy
499,864
+8,751
+2% +$408K 1.56% 13
2013
Q4 		$22.3M Sell
491,113
-5,482
-1% -$237K 1.43% 16
2013
Q3 		$20.5M Buy
496,595
+4,849
+1% +$207K 1.47% 17
2013
Q2 		$20.3M Buy
+491,746
New +$19.2M 1.54% 13

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

Dana Investment Advisors's WFC Position: Q1 2026 in Review

Dana Investment Advisors reduced its Wells Fargo (WFC) stake by 6.2% in Q1 2026, selling an estimated $1.71M and leaving 302,977 shares worth $24.1M. The position accounts for 0.72% of the portfolio, ranked #27.

Dana Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 48 quarters since. The position peaked at $35.2M in Q2 2015. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Dana Investment Advisors held 302,977 shares of Wells Fargo worth $24.1M as of Q1 2026.
  • Dana Investment Advisors sold 19,875 Wells Fargo shares in Q1 2026, an estimated $1.71M.
  • Wells Fargo made up 0.72% of Dana Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Dana Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 48 quarters since.
  • Dana Investment Advisors's Wells Fargo position peaked at $35.2M in Q2 2015.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.