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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
Q2 		$507K Buy
6,133
+249
+4% +$20K 0.15% 63
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Denver Wealth Management's WFC Position: Q2 2026 in Review

Denver Wealth Management increased its Wells Fargo (WFC) stake by 4.2% in Q2 2026, buying an estimated $20K and bringing the position to 6,133 shares worth $507K. The position accounts for 0.15% of the portfolio, ranked #63.

Denver Wealth Management first reported a position in WFC in Q1 2021 and has held it in 19 quarters since. The position peaked at $533K in Q4 2025. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Denver Wealth Management held 6,133 shares of Wells Fargo worth $507K as of Q2 2026.
  • Denver Wealth Management bought 249 Wells Fargo shares in Q2 2026, an estimated $20K.
  • Wells Fargo made up 0.15% of Denver Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Denver Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 19 quarters since.
  • Denver Wealth Management's Wells Fargo position peaked at $533K in Q4 2025.
  • 2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.