Diversified Enterprises
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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
Q3 		$786K Buy
9,823
+230
+2% +$19.9K 0.04% 206
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
American Assets Inc
American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Diversified Enterprises's WFC Position: Q3 2026 in Review

Diversified Enterprises increased its Wells Fargo (WFC) stake by 2.4% in Q3 2026, buying an estimated $19.9K and bringing the position to 9,823 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #206.

Diversified Enterprises first reported a position in WFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $884K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Diversified Enterprises held 9,823 shares of Wells Fargo worth $786K as of Q3 2026.
  • Diversified Enterprises bought 230 Wells Fargo shares in Q3 2026, an estimated $19.9K.
  • Wells Fargo made up 0.04% of Diversified Enterprises's portfolio in Q3 2026, its #206 holding.
  • Diversified Enterprises first reported a position in Wells Fargo in Q3 2024 and has held it in 9 quarters since.
  • Diversified Enterprises's Wells Fargo position peaked at $884K in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.