DF Dent & Co’s Wells Fargo WFC Stock Holding History

DF Dent & Co’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	$410K	Buy	5,154 +1,965	+62%	+$169K	0.01%	216
2025 Q4	$297K	Sell	3,189 -1,965	-38%	-$171K	﹤0.01%	236
2025 Q3	$432K	Buy	5,154 +1,965	+62%	+$159K	0.01%	215
2025 Q2	$256K	Sell	3,189 -10,000	-76%	-$721K	﹤0.01%	231
2025 Q1	$947K	Buy	13,189 +10,000	+314%	+$751K	0.01%	168
2024 Q4	$224K	Sell	3,189 -10,039	-76%	-$685K	﹤0.01%	239
2024 Q3	$747K	Buy	+13,228	New	+$748K	0.01%	177
2024 Q2	–	Sell	-13,438	Closed	-$779K	–	266
2024 Q1	$779K	Buy	13,438 +7,232	+117%	+$378K	0.01%	176
2023 Q4	$305K	Sell	6,206 -7,265	-54%	-$314K	﹤0.01%	219
2023 Q3	$550K	Sell	13,471 -19	-0.1%	-$820	0.01%	183
2023 Q2	$576K	Buy	+13,490	New	+$543K	0.01%	185
2022 Q2	–	Sell	-58,489	Closed	-$2.83M	–	256
2022 Q1	$2.83M	Buy	58,489 +10,000	+21%	+$535K	0.03%	116
2021 Q4	$2.33M	Buy	48,489 +345	+0.7%	+$17K	0.02%	123
2021 Q3	$2.23M	Hold	48,144	–	–	0.02%	120
2021 Q2	$2.18M	Sell	48,144 -18,830	-28%	-$841K	0.02%	119
2021 Q1	$2.62M	Sell	66,974 -9,850	-13%	-$349K	0.03%	111
2020 Q4	$2.32M	Sell	76,824 -9,110	-11%	-$236K	0.03%	113
2020 Q3	$2.02M	Buy	85,934 +8,396	+11%	+$207K	0.03%	110
2020 Q2	$1.99M	Buy	77,538 +23,456	+43%	+$642K	0.03%	107
2020 Q1	$1.55M	Buy	54,082 +12,470	+30%	+$530K	0.03%	112
2019 Q4	$2.24M	Buy	+41,612	New	+$2.18M	0.04%	113
2019 Q2	–	Sell	-4,211	Closed	-$203K	–	223
2019 Q1	$203K	Sell	4,211 -916	-18%	-$45.1K	﹤0.01%	217
2018 Q4	$236K	Sell	5,127 -135	-3%	-$6.92K	0.01%	211
2018 Q3	$277K	Sell	5,262 -2,654	-34%	-$152K	0.01%	224
2018 Q2	$439K	Sell	7,916 -90	-1%	-$4.82K	0.01%	190
2018 Q1	$420K	Sell	8,006 -1,161	-13%	-$69K	0.01%	194
2017 Q4	$556K	Buy	9,167 +1,508	+20%	+$85.2K	0.01%	154
2017 Q3	$422K	Hold	7,659	–	–	0.01%	142
2017 Q2	$424K	Hold	7,659	–	–	0.01%	132
2017 Q1	$426K	Hold	7,659	–	–	0.01%	121
2016 Q4	$422K	Hold	7,659	–	–	0.01%	132
2016 Q3	$339K	Buy	7,659 +1,185	+18%	+$56.7K	0.01%	130
2016 Q2	$306K	Sell	6,474 -65	-1%	-$3.17K	0.01%	150
2016 Q1	$316K	Buy	6,539 +67	+1%	+$3.28K	0.01%	130
2015 Q4	$352K	Buy	6,472 +180	+3%	+$9.77K	0.01%	128
2015 Q3	$323K	Buy	6,292 +172	+3%	+$9.46K	0.01%	133
2015 Q2	$344K	Buy	6,120 +65	+1%	+$3.62K	0.01%	158
2015 Q1	$329K	Sell	6,055 -200	-3%	-$10.8K	0.01%	133
2014 Q4	$343K	Sell	6,255 -800	-11%	-$42.4K	0.01%	129
2014 Q3	$366K	Hold	7,055	–	–	0.01%	126
2014 Q2	$371K	Hold	7,055	–	–	0.01%	128
2014 Q1	$351K	Hold	7,055	–	–	0.01%	136
2013 Q4	$320K	Hold	7,055	–	–	0.01%	192
2013 Q3	$292K	Buy	7,055 +400	+6%	+$17.1K	0.01%	134
2013 Q2	$275K	Buy	+6,655	New	+$259K	0.01%	136

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

DF Dent & Co's WFC Position: Q1 2026 in Review

DF Dent & Co increased its Wells Fargo (WFC) stake by 62% in Q1 2026, buying an estimated $169K and bringing the position to 5,154 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #216.

DF Dent & Co first reported a position in WFC in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.83M in Q1 2022. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

DF Dent & Co held 5,154 shares of Wells Fargo worth $410K as of Q1 2026.
DF Dent & Co bought 1,965 Wells Fargo shares in Q1 2026, an estimated $169K.
Wells Fargo made up 0.01% of DF Dent & Co's portfolio in Q1 2026, its #216 holding.
DF Dent & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 45 quarters since.
DF Dent & Co's Wells Fargo position peaked at $2.83M in Q1 2022.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.