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DCM Advisors’s Wells Fargo WFC Stock Holding History

DCM 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 		$9.29M Sell
116,640
-563
-0.5% -$48.4K 4.22% 6
2025
Q4 		$10.9M Sell
117,203
-345
-0.3% -$30K 4.53% 6
2025
Q3 		$9.85M Sell
117,548
-5,074
-4% -$411K 4.15% 10
2025
Q2 		$9.82M Buy
122,622
+11,338
+10% +$817K 4.21% 9
2025
Q1 		$7.93M Sell
111,284
-5,677
-5% -$426K 4.23% 9
2024
Q4 		$8.2M Buy
116,961
+5,677
+5% +$388K 3.85% 12
2024
Q3 		$6.29M Hold
111,284
– – 3.17% 14
2024
Q2 		$6.61M Sell
111,284
-15,282
-12% -$902K 3.49% 11
2024
Q1 		$7.34M Sell
126,566
-9,234
-7% -$483K 3.02% 14
2023
Q4 		$6.68M Hold
135,800
– – 2.4% 17
2023
Q3 		$5.55M Sell
135,800
-1,784
-1% -$77K 2.51% 17
2023
Q2 		$5.87M Sell
137,584
-1,123
-0.8% -$45.2K 2.52% 16
2023
Q1 		$5.18M Sell
138,707
-158
-0.1% -$6.89K 2.41% 18
2022
Q4 		$5.73M Buy
138,865
+65,258
+89% +$2.89M 2.78% 14
2022
Q3 		$2.96M Sell
73,607
-2,158
-3% -$92.7K 1.49% 13
2022
Q2 		$2.97M Sell
75,765
-4,198
-5% -$184K 1.28% 17
2022
Q1 		$3.88M Buy
79,963
+5,027
+7% +$269K 1.37% 14
2021
Q4 		$3.6M Buy
74,936
+25,980
+53% +$1.28M 1.06% 20
2021
Q3 		$2.27M Buy
+48,956
New +$2.27M 0.87% 19

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

DCM Advisors's WFC Position: Q1 2026 in Review

DCM Advisors reduced its Wells Fargo (WFC) stake by 0.48% in Q1 2026, selling an estimated $48.4K and leaving 116,640 shares worth $9.29M. The position accounts for 4.22% of the portfolio, ranked #6.

DCM Advisors first reported a position in WFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.9M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • DCM Advisors held 116,640 shares of Wells Fargo worth $9.29M as of Q1 2026.
  • DCM Advisors sold 563 Wells Fargo shares in Q1 2026, an estimated $48.4K.
  • Wells Fargo made up 4.22% of DCM Advisors's portfolio in Q1 2026, its #6 holding.
  • DCM Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 19 quarters since.
  • DCM Advisors's Wells Fargo position peaked at $10.9M in Q4 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on DCM Advisors's 13F filing for Q1 2026, filed 15 May 2026.