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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DecisionPoint Financial's WFC Position: Q1 2026 in Review

DecisionPoint Financial held its Wells Fargo (WFC) position steady in Q1 2026 at 27 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

DecisionPoint Financial first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.52K in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

DecisionPoint Financial held 27 shares of Wells Fargo worth $2.15K as of Q1 2026.
DecisionPoint Financial left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #275 holding.
DecisionPoint Financial first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
DecisionPoint Financial's Wells Fargo position peaked at $2.52K in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.