Diversified Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$434K Sell
5,255
-12,521
-70% -$1.01M 0.09% 113
2026
Q1
$1.42M Buy
17,776
+9,049
+104% +$777K 0.24% 96
2025
Q4
$813K Buy
+8,727
New +$758K 0.19% 70

Other funds holding WFC

Diversified Management's WFC Position: Q2 2026 in Review

Diversified Management reduced its Wells Fargo (WFC) stake by 70% in Q2 2026, selling an estimated $1.01M and leaving 5,255 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #113.

Diversified Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q1 2026. 2,854 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Diversified Management held 5,255 shares of Wells Fargo worth $434K as of Q2 2026.
  • Diversified Management sold 12,521 Wells Fargo shares in Q2 2026, an estimated $1.01M.
  • Wells Fargo made up 0.09% of Diversified Management's portfolio in Q2 2026, its #113 holding.
  • Diversified Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Wells Fargo position peaked at $1.42M in Q1 2026.
  • 2,854 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.