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Dickmeyer Boyce Financial Management’s Wells Fargo WFC Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$1.38M Sell
17,259
-29
-0.2% -$2.51K 0.71% 35
2026
Q2 		$1.43M Buy
17,288
+2,068
+14% +$166K 0.74% 34
2026
Q1 		$1.21M Buy
+15,220
New +$1.31M 0.71% 35

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dickmeyer Boyce Financial Management's WFC Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Wells Fargo (WFC) stake by 0.17% in Q3 2026, selling an estimated $2.51K and leaving 17,259 shares worth $1.38M. The position accounts for 0.71% of the portfolio, ranked #35.

Dickmeyer Boyce Financial Management first reported a position in WFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.43M in Q2 2026. 98 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 17,259 shares of Wells Fargo worth $1.38M as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 29 Wells Fargo shares in Q3 2026, an estimated $2.51K.
  • Wells Fargo made up 0.71% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #35 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Wells Fargo in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Wells Fargo position peaked at $1.43M in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.