DecisionPoint Financial’s Wells Fargo WFC Stock Holding History

DecisionPoint Financial’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	$3.61K	Buy	42 +15	+56%	+$1.21K	﹤0.01%	265
2026 Q1	$2.15K	Hold	27	–	–	﹤0.01%	275
2025 Q4	$2.52K	Hold	27	–	–	﹤0.01%	314
2025 Q3	$2.18K	Hold	27	–	–	﹤0.01%	231
2025 Q2	$2.2K	Buy	+27	New	+$1.95K	﹤0.01%	222

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DecisionPoint Financial's WFC Position: Q2 2026 in Review

DecisionPoint Financial increased its Wells Fargo (WFC) stake by 56% in Q2 2026, buying an estimated $1.21K and bringing the position to 42 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

DecisionPoint Financial first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

DecisionPoint Financial held 42 shares of Wells Fargo worth $3.61K as of Q2 2026.
DecisionPoint Financial bought 15 Wells Fargo shares in Q2 2026, an estimated $1.21K.
Wells Fargo made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #265 holding.
DecisionPoint Financial first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.