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Deane Retirement Strategies’s Wells Fargo WFC Stock Holding History

Deane Retirement Strategies’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 		$2.83M Buy
+34,272
New +$2.75M 1.2% 30
2025
Q1 		– Sell
-2
Closed -$140 – 78
2024
Q4 		$140 Hold
2
– – ﹤0.01% 71
2024
Q3 		$113 Hold
2
– – ﹤0.01% 73
2024
Q2 		$119 Hold
2
– – ﹤0.01% 77
2024
Q1 		$116 Hold
2
– – ﹤0.01% 73
2023
Q4 		$98 Buy
+2
New +$86 ﹤0.01% 60
2020
Q1 		– Sell
-35,040
Closed -$1.89M – 80
2019
Q4 		$1.89M Buy
+35,040
New +$1.84M 1.29% 21
2017
Q3 		– Sell
-28,081
Closed -$1.56M – 75
2017
Q2 		$1.56M Buy
+28,081
New +$1.5M 1.25% 26

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

Deane Retirement Strategies's WFC Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in Wells Fargo (WFC) in Q2 2026: 34,272 shares worth $2.83M. The stake represents 1.2% of the portfolio and ranks #30 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in WFC as recently as Q4 2024.

Deane Retirement Strategies first reported a position in WFC in Q2 2017 and has held it in 8 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Deane Retirement Strategies held 34,272 shares of Wells Fargo worth $2.83M as of Q2 2026.
  • Wells Fargo was a new Deane Retirement Strategies position in Q2 2026.
  • Wells Fargo made up 1.2% of Deane Retirement Strategies's portfolio in Q2 2026, its #30 holding.
  • Deane Retirement Strategies first reported a position in Wells Fargo in Q2 2017 and has held it in 8 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.