DWP
WFC icon

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
Q2 		$5.27M Buy
63,814
+3,400
+6% +$273K 0.13% 129
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daymark Wealth Partners's WFC Position: Q2 2026 in Review

Daymark Wealth Partners increased its Wells Fargo (WFC) stake by 5.6% in Q2 2026, buying an estimated $273K and bringing the position to 63,814 shares worth $5.27M. The position accounts for 0.13% of the portfolio, ranked #129.

Daymark Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.37M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Daymark Wealth Partners held 63,814 shares of Wells Fargo worth $5.27M as of Q2 2026.
  • Daymark Wealth Partners bought 3,400 Wells Fargo shares in Q2 2026, an estimated $273K.
  • Wells Fargo made up 0.13% of Daymark Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Daymark Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Wells Fargo position peaked at $5.37M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.