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 Q2	$590K	Buy	7,144 +1	+0%	+$80	0.1%	145
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 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

Delta Investment Management's WFC Position: Q2 2026 in Review

Delta Investment Management increased its Wells Fargo (WFC) stake by 0.01% in Q2 2026, buying an estimated $80 and bringing the position to 7,144 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #145.

Delta Investment Management first reported a position in WFC in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.21M in Q4 2019. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Delta Investment Management held 7,144 shares of Wells Fargo worth $590K as of Q2 2026.
Delta Investment Management bought 1 Wells Fargo share in Q2 2026, an estimated $80.
Wells Fargo made up 0.1% of Delta Investment Management's portfolio in Q2 2026, its #145 holding.
Delta Investment Management first reported a position in Wells Fargo in Q2 2019 and has held it in 29 quarters since.
Delta Investment Management's Wells Fargo position peaked at $6.21M in Q4 2019.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.