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Diversified Enterprises’s Wells Fargo WFC Stock Holding History

Diversified Enterprises’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 		$793K Buy
9,593
+169
+2% +$13.6K 0.04% 192
2026
Q1 		$750K Sell
9,424
-63
-0.7% -$5.41K 0.04% 186
2025
Q4 		$884K Buy
9,487
+1,324
+16% +$115K 0.05% 145
2025
Q3 		$684K Buy
8,163
+478
+6% +$38.8K 0.05% 128
2025
Q2 		$616K Sell
7,685
-822
-10% -$59.3K 0.05% 137
2025
Q1 		$610K Buy
8,507
+1,811
+27% +$136K 0.05% 138
2024
Q4 		$469K Buy
6,696
+222
+3% +$15.2K 0.04% 136
2024
Q3 		$366K Buy
+6,474
New +$366K 0.04% 156

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

Diversified Enterprises's WFC Position: Q2 2026 in Review

Diversified Enterprises increased its Wells Fargo (WFC) stake by 1.8% in Q2 2026, buying an estimated $13.6K and bringing the position to 9,593 shares worth $793K. The position accounts for 0.04% of the portfolio, ranked #192.

Diversified Enterprises first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $884K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Diversified Enterprises held 9,593 shares of Wells Fargo worth $793K as of Q2 2026.
  • Diversified Enterprises bought 169 Wells Fargo shares in Q2 2026, an estimated $13.6K.
  • Wells Fargo made up 0.04% of Diversified Enterprises's portfolio in Q2 2026, its #192 holding.
  • Diversified Enterprises first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's Wells Fargo position peaked at $884K in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.