DWM
WFC icon

DecisionMap Wealth Management’s Wells Fargo WFC Stock Holding History

DecisionMap Wealth Management’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 		$365K Buy
4,411
+558
+14% +$44.8K 0.2% 100
2026
Q1 		$307K Sell
3,853
-35
-0.9% -$3.01K 0.2% 101
2025
Q4 		$362K Buy
3,888
+919
+31% +$79.8K 0.22% 86
2025
Q3 		$249K Sell
2,969
-773
-21% -$62.7K 0.16% 111
2025
Q2 		$300K Buy
+3,742
New +$270K 0.21% 95

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DecisionMap Wealth Management's WFC Position: Q2 2026 in Review

DecisionMap Wealth Management increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $44.8K and bringing the position to 4,411 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #100.

DecisionMap Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • DecisionMap Wealth Management held 4,411 shares of Wells Fargo worth $365K as of Q2 2026.
  • DecisionMap Wealth Management bought 558 Wells Fargo shares in Q2 2026, an estimated $44.8K.
  • Wells Fargo made up 0.2% of DecisionMap Wealth Management's portfolio in Q2 2026, its #100 holding.
  • DecisionMap Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.