DIM
WFC icon

Delta Investment Management’s Wells Fargo WFC Stock Holding History

Delta Investment 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
Q1 		$569K Hold
7,143
– – 0.1% 133
2025
Q4 		$666K Buy
7,143
+66
+0.9% +$5.73K 0.12% 132
2025
Q3 		$593K Sell
7,077
-15
-0.2% -$1.22K 0.11% 131
2025
Q2 		$568K Buy
7,092
+16
+0.2% +$1.15K 0.11% 123
2025
Q1 		$508K Sell
7,076
-244
-3% -$18.3K 0.1% 123
2024
Q4 		$514K Hold
7,320
– – 0.1% 128
2024
Q3 		$414K Hold
7,320
– – 0.08% 143
2024
Q2 		$435K Hold
7,320
– – 0.1% 128
2024
Q1 		$424K Hold
7,320
– – 0.1% 131
2023
Q4 		$360K Buy
7,320
+384
+6% +$16.6K 0.09% 135
2023
Q3 		$283K Hold
6,936
– – 0.08% 145
2023
Q2 		$296K Sell
6,936
-438
-6% -$17.6K 0.08% 139
2023
Q1 		$276K Sell
7,374
-1,544
-17% -$67.3K 0.08% 152
2022
Q4 		$368K Buy
8,918
+1,544
+21% +$68.3K 0.12% 113
2022
Q3 		$297K Buy
7,374
+260
+4% +$11.2K 0.13% 116
2022
Q2 		$279K Hold
7,114
– – 0.13% 111
2022
Q1 		$345K Sell
7,114
-2,000
-22% -$107K 0.1% 107
2021
Q4 		$437K Sell
9,114
-3,850
-30% -$190K 0.13% 109
2021
Q3 		$602K Sell
12,964
-1,304
-9% -$60.4K 0.19% 90
2021
Q2 		$646K Sell
14,268
-345
-2% -$15.4K 0.19% 87
2021
Q1 		$571K Sell
14,613
-2,000
-12% -$70.8K 0.18% 90
2020
Q4 		$501K Sell
16,613
-1,416
-8% -$36.7K 0.16% 104
2020
Q3 		$423K Sell
18,029
-3,084
-15% -$76K 0.23% 69
2020
Q2 		$540K Sell
21,113
-4,093
-16% -$112K 0.23% 76
2020
Q1 		$723K Sell
25,206
-90,251
-78% -$3.84M 0.55% 34
2019
Q4 		$6.21M Buy
115,457
+34,369
+42% +$1.8M 2.26% 10
2019
Q3 		$4.09M Buy
81,088
+39,251
+94% +$1.85M 2.14% 12
2019
Q2 		$1.98M Buy
+41,837
New +$1.96M 1.13% 45

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delta Investment Management's WFC Position: Q1 2026 in Review

Delta Investment Management held its Wells Fargo (WFC) position steady in Q1 2026 at 7,143 shares worth $569K. The position accounts for 0.1% of the portfolio, ranked #133.

Delta Investment Management first reported a position in WFC in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.21M in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Delta Investment Management held 7,143 shares of Wells Fargo worth $569K as of Q1 2026.
  • Delta Investment Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.1% of Delta Investment Management's portfolio in Q1 2026, its #133 holding.
  • Delta Investment Management first reported a position in Wells Fargo in Q2 2019 and has held it in 28 quarters since.
  • Delta Investment Management's Wells Fargo position peaked at $6.21M in Q4 2019.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.