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Daymark Wealth Partners’s Wells Fargo WFC Stock Holding History

Daymark Wealth Partners’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 		$4.81M Buy
60,414
+2,822
+5% +$242K 0.15% 120
2025
Q4 		$5.37M Sell
57,592
-3,970
-6% -$345K 0.17% 105
2025
Q3 		$5.16M Sell
61,562
-3,617
-6% -$293K 0.18% 108
2025
Q2 		$5.22M Sell
65,179
-1,336
-2% -$96.3K 0.2% 98
2025
Q1 		$4.78M Buy
66,515
+991
+2% +$74.4K 0.21% 99
2024
Q4 		$4.6M Sell
65,524
-8,491
-11% -$580K 0.19% 98
2024
Q3 		$4.18M Sell
74,015
-1,632
-2% -$92.3K 0.18% 106
2024
Q2 		$4.49M Buy
75,647
+3,391
+5% +$200K 0.21% 99
2024
Q1 		$4.19M Buy
72,256
+4,910
+7% +$257K 0.23% 93
2023
Q4 		$3.31M Sell
67,346
-4,156
-6% -$179K 0.2% 95
2023
Q3 		$2.92M Buy
71,502
+6,668
+10% +$288K 0.2% 97
2023
Q2 		$2.77M Buy
64,834
+40,120
+162% +$1.61M 0.21% 97
2023
Q1 		$924K Buy
24,714
+10,970
+80% +$478K 0.12% 136
2022
Q4 		$567K Buy
+13,744
New +$608K 0.1% 139

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

Daymark Wealth Partners's WFC Position: Q1 2026 in Review

Daymark Wealth Partners increased its Wells Fargo (WFC) stake by 4.9% in Q1 2026, buying an estimated $242K and bringing the position to 60,414 shares worth $4.81M. The position accounts for 0.15% of the portfolio, ranked #120.

Daymark Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.37M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Daymark Wealth Partners held 60,414 shares of Wells Fargo worth $4.81M as of Q1 2026.
  • Daymark Wealth Partners bought 2,822 Wells Fargo shares in Q1 2026, an estimated $242K.
  • Wells Fargo made up 0.15% of Daymark Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • Daymark Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Wells Fargo position peaked at $5.37M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.