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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversified Enterprises's WFC Position: Q1 2026 in Review

Diversified Enterprises reduced its Wells Fargo (WFC) stake by 0.66% in Q1 2026, selling an estimated $5.41K and leaving 9,424 shares worth $750K. The position accounts for 0.04% of the portfolio, ranked #186.

Diversified Enterprises first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $884K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Diversified Enterprises held 9,424 shares of Wells Fargo worth $750K as of Q1 2026.
  • Diversified Enterprises sold 63 Wells Fargo shares in Q1 2026, an estimated $5.41K.
  • Wells Fargo made up 0.04% of Diversified Enterprises's portfolio in Q1 2026, its #186 holding.
  • Diversified Enterprises first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's Wells Fargo position peaked at $884K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.