Delta Financial Group’s Wells Fargo WFC Stock Holding History

Delta Financial Group’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
2025 Q1	$775K	Sell	10,435 -33	-0.3%	-$2.48K	0.18%	98
2024 Q4	$735K	Buy	+10,468	New	+$715K	0.17%	96
2024 Q2	–	Sell	-8,892	Closed	-$515K	–	243
2024 Q1	$515K	Sell	8,892 -1,356	-13%	-$70.9K	0.15%	114
2023 Q4	$504K	Sell	10,248 -1,791	-15%	-$77.3K	0.16%	110
2023 Q3	$492K	Buy	+12,039	New	+$520K	0.17%	102
2023 Q2	–	Sell	-11,539	Closed	-$431K	–	198
2023 Q1	$431K	Buy	11,539 +1,017	+10%	+$44.3K	0.17%	101
2022 Q4	$432K	Buy	+10,522	New	+$466K	0.19%	97

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Group's WFC Position: Q1 2025 in Review

Delta Financial Group reduced its Wells Fargo (WFC) stake by 0.32% in Q1 2025, selling an estimated $2.48K and leaving 10,435 shares worth $775K. The position accounts for 0.18% of the portfolio, ranked #98.

Delta Financial Group first reported a position in WFC in Q4 2022 and has held it in 7 quarters since. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Delta Financial Group held 10,435 shares of Wells Fargo worth $775K as of Q1 2025.
Delta Financial Group sold 33 Wells Fargo shares in Q1 2025, an estimated $2.48K.
Wells Fargo made up 0.18% of Delta Financial Group's portfolio in Q1 2025, its #98 holding.
Delta Financial Group first reported a position in Wells Fargo in Q4 2022 and has held it in 7 quarters since.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.