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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
Q2 		$10M Buy
121,232
+4,592
+4% +$369K 3.96% 8
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 $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

DCM Advisors's WFC Position: Q2 2026 in Review

DCM Advisors increased its Wells Fargo (WFC) stake by 3.9% in Q2 2026, buying an estimated $369K and bringing the position to 121,232 shares worth $10M. The position accounts for 3.96% of the portfolio, ranked #8.

DCM Advisors first reported a position in WFC in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • DCM Advisors held 121,232 shares of Wells Fargo worth $10M as of Q2 2026.
  • DCM Advisors bought 4,592 Wells Fargo shares in Q2 2026, an estimated $369K.
  • Wells Fargo made up 3.96% of DCM Advisors's portfolio in Q2 2026, its #8 holding.
  • DCM Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 20 quarters since.
  • DCM Advisors's Wells Fargo position peaked at $10.9M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.