Delap Wealth Advisory’s Wells Fargo WFC Stock Holding History

Delap Wealth Advisory’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 Q3	$1.18M	Sell	14,739 -3,248	-18%	-$281K	0.41%	34
2026 Q2	$1.49M	Hold	17,987	–	–	0.5%	35
2026 Q1	$1.43M	Sell	17,987 -417	-2%	-$35.8K	0.54%	34
2025 Q4	$1.72M	Buy	18,404 +417	+2%	+$36.2K	0.66%	29
2025 Q3	$1.45M	Buy	17,987 +650	+4%	+$52.7K	0.61%	31
2025 Q2	$1.39M	Sell	17,337 -825	-5%	-$59.5K	0.67%	30
2025 Q1	$1.3M	Hold	18,162	–	–	0.73%	28
2024 Q4	$1.28M	Sell	18,162 -188	-1%	-$12.8K	0.76%	30
2024 Q3	$1.04M	Hold	18,350	–	–	0.66%	29
2024 Q2	$1.09M	Sell	18,350 -4,868	-21%	-$287K	0.5%	31
2024 Q1	$1.35M	Sell	23,218 -14,196	-38%	-$743K	0.54%	35
2023 Q4	$1.84M	Buy	37,414 +19,064	+104%	+$823K	0.83%	26
2023 Q3	$750K	Buy	18,350 +619	+3%	+$26.7K	0.72%	24
2023 Q2	$757K	Sell	17,731 -619	-3%	-$24.9K	0.74%	22
2023 Q1	$686K	Buy	+18,350	New	+$800K	0.7%	25

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Delap Wealth Advisory's WFC Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Wells Fargo (WFC) stake by 18% in Q3 2026, selling an estimated $281K and leaving 14,739 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #34.

Delap Wealth Advisory first reported a position in WFC in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.84M in Q4 2023. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Delap Wealth Advisory held 14,739 shares of Wells Fargo worth $1.18M as of Q3 2026.
Delap Wealth Advisory sold 3,248 Wells Fargo shares in Q3 2026, an estimated $281K.
Wells Fargo made up 0.41% of Delap Wealth Advisory's portfolio in Q3 2026, its #34 holding.
Delap Wealth Advisory first reported a position in Wells Fargo in Q1 2023 and has held it in 15 quarters since.
Delap Wealth Advisory's Wells Fargo position peaked at $1.84M in Q4 2023.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.