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 Q2	$8.73K	Buy	106 +1	+1%	+$80	﹤0.01%	625
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 $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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's WFC Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Wells Fargo (WFC) stake by 0.95% in Q2 2026, buying an estimated $80 and bringing the position to 106 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

DHJJ Financial Advisors first reported a position in WFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4K in Q3 2023. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

DHJJ Financial Advisors held 106 shares of Wells Fargo worth $8.73K as of Q2 2026.
DHJJ Financial Advisors bought 1 Wells Fargo share in Q2 2026, an estimated $80.
Wells Fargo made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #625 holding.
DHJJ Financial Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Wells Fargo position peaked at $12.4K in Q3 2023.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.