DHJJ Financial Advisors’s Wells Fargo WFC Stock Holding History

DHJJ Financial Advisors’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	$8.39K	Hold	105	–	–	﹤0.01%	621
2025 Q4	$9.81K	Hold	105	–	–	﹤0.01%	577
2025 Q3	$8.81K	Hold	105	–	–	﹤0.01%	565
2025 Q2	$8.41K	Hold	105	–	–	﹤0.01%	563
2025 Q1	$7.52K	Hold	105	–	–	﹤0.01%	536
2024 Q4	$7.34K	Buy	105 +1	+1%	+$68	﹤0.01%	526
2024 Q3	$5.9K	Hold	104	–	–	﹤0.01%	534
2024 Q2	$6.19K	Hold	104	–	–	﹤0.01%	497
2024 Q1	$6.03K	Buy	104 +12	+13%	+$628	﹤0.01%	488
2023 Q4	$4.52K	Sell	92 -211	-70%	-$9.11K	﹤0.01%	496
2023 Q3	$12.4K	Buy	+303	New	+$13.1K	0.01%	409

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

DHJJ Financial Advisors's WFC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 105 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

DHJJ Financial Advisors first reported a position in WFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.4K in Q3 2023. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

DHJJ Financial Advisors held 105 shares of Wells Fargo worth $8.39K as of Q1 2026.
DHJJ Financial Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #621 holding.
DHJJ Financial Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Wells Fargo position peaked at $12.4K in Q3 2023.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.