Denver Wealth Management’s Wells Fargo WFC Stock Holding History

Denver Wealth 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	$468K	Buy	5,884 +162	+3%	+$13.9K	0.16%	64
2025 Q4	$533K	Sell	5,722 -8	-0.1%	-$695	0.19%	55
2025 Q3	$480K	Hold	5,730	–	–	0.18%	60
2025 Q2	$459K	Buy	5,730 +8	+0.1%	+$577	0.19%	58
2025 Q1	$411K	Buy	5,722 +175	+3%	+$13.1K	0.19%	58
2024 Q4	$390K	Buy	5,547 +234	+4%	+$16K	0.18%	56
2024 Q3	$300K	Buy	5,313 +103	+2%	+$5.83K	0.14%	74
2024 Q2	$309K	Sell	5,210 -210	-4%	-$12.4K	0.16%	64
2024 Q1	$314K	Sell	5,420 -77	-1%	-$4.03K	0.16%	62
2023 Q4	$271K	Buy	5,497 +35	+0.6%	+$1.51K	0.15%	62
2023 Q3	$223K	Buy	5,462 +38	+0.7%	+$1.64K	0.14%	66
2023 Q2	$232K	Buy	5,424 +32	+0.6%	+$1.29K	0.16%	63
2023 Q1	$202K	Buy	5,392 +29	+0.5%	+$1.26K	0.14%	77
2022 Q4	$221K	Buy	5,363 +27	+0.5%	+$1.2K	0.17%	62
2022 Q3	$215K	Buy	5,336 +36	+0.7%	+$1.55K	0.2%	49
2022 Q2	$208K	Buy	+5,300	New	+$233K	0.22%	49
2021 Q4	$254K	Buy	+5,300	New	+$261K	0.24%	36
2021 Q1	$257K	Buy	+5,300	New	+$188K	0.27%	39

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

Denver Wealth Management's WFC Position: Q1 2026 in Review

Denver Wealth Management increased its Wells Fargo (WFC) stake by 2.8% in Q1 2026, buying an estimated $13.9K and bringing the position to 5,884 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #64.

Denver Wealth Management first reported a position in WFC in Q1 2021 and has held it in 18 quarters since. The position peaked at $533K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Denver Wealth Management held 5,884 shares of Wells Fargo worth $468K as of Q1 2026.
Denver Wealth Management bought 162 Wells Fargo shares in Q1 2026, an estimated $13.9K.
Wells Fargo made up 0.16% of Denver Wealth Management's portfolio in Q1 2026, its #64 holding.
Denver Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 18 quarters since.
Denver Wealth Management's Wells Fargo position peaked at $533K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.