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Diversified Trust’s Wells Fargo WFC Stock Holding History

Diversified Trust’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 		$6.87M Buy
83,117
+9,432
+13% +$758K 0.11% 104
2026
Q1 		$5.87M Buy
73,685
+38,400
+109% +$3.3M 0.11% 106
2025
Q4 		$3.29M Buy
35,285
+13,196
+60% +$1.15M 0.06% 168
2025
Q3 		$1.85M Sell
22,089
-4,690
-18% -$380K 0.04% 271
2025
Q2 		$2.15M Sell
26,779
-7,808
-23% -$563K 0.05% 228
2025
Q1 		$2.48M Buy
34,587
+119
+0.3% +$8.93K 0.06% 181
2024
Q4 		$2.42M Buy
34,468
+10,133
+42% +$692K 0.06% 192
2024
Q3 		$1.37M Buy
24,335
+2,294
+10% +$130K 0.03% 294
2024
Q2 		$1.31M Sell
22,041
-3,281
-13% -$194K 0.04% 266
2024
Q1 		$1.47M Sell
25,322
-4,675
-16% -$245K 0.04% 244
2023
Q4 		$1.48M Buy
29,997
+1,066
+4% +$46K 0.05% 213
2023
Q3 		$1.18M Sell
28,931
-3,728
-11% -$161K 0.04% 222
2023
Q2 		$1.39M Sell
32,659
-1,059
-3% -$42.6K 0.05% 197
2023
Q1 		$1.26M Sell
33,718
-436
-1% -$19K 0.05% 213
2022
Q4 		$1.41M Buy
34,154
+3,032
+10% +$134K 0.06% 177
2022
Q3 		$1.25M Sell
31,122
-9,690
-24% -$416K 0.06% 172
2022
Q2 		$1.6M Sell
40,812
-3,483
-8% -$153K 0.07% 145
2022
Q1 		$2.15M Buy
44,295
+4,846
+12% +$259K 0.07% 132
2021
Q4 		$1.89M Buy
39,449
+277
+0.7% +$13.6K 0.06% 154
2021
Q3 		$1.82M Sell
39,172
-3,394
-8% -$157K 0.07% 148
2021
Q2 		$1.93M Buy
42,566
+1,979
+5% +$88.4K 0.07% 138
2021
Q1 		$1.59M Sell
40,587
-266
-0.7% -$9.42K 0.06% 149
2020
Q4 		$1.23M Sell
40,853
-1,377
-3% -$35.6K 0.05% 175
2020
Q3 		$992K Buy
42,230
+14,824
+54% +$365K 0.05% 184
2020
Q2 		$701K Sell
27,406
-2,141
-7% -$58.6K 0.04% 207
2020
Q1 		$848K Sell
29,547
-5,294
-15% -$225K 0.05% 148
2019
Q4 		$1.88M Buy
34,841
+18,351
+111% +$961K 0.08% 99
2019
Q3 		$832K Sell
16,490
-868
-5% -$40.9K 0.04% 133
2019
Q2 		$821K Sell
17,358
-1,609
-8% -$75.2K 0.04% 146
2019
Q1 		$917K Sell
18,967
-470
-2% -$23.1K 0.04% 139
2018
Q4 		$896K Buy
19,437
+2,962
+18% +$152K 0.05% 131
2018
Q3 		$866K Sell
16,475
-8
-0% -$457 0.04% 126
2018
Q2 		$914K Buy
16,483
+2,018
+14% +$108K 0.06% 114
2018
Q1 		$758K Buy
14,465
+17
+0.1% +$1.01K 0.05% 127
2017
Q4 		$877K Sell
14,448
-93
-0.6% -$5.25K 0.05% 120
2017
Q3 		$802K Buy
14,541
+237
+2% +$12.6K 0.06% 123
2017
Q2 		$793K Sell
14,304
-128
-0.9% -$6.86K 0.06% 127
2017
Q1 		$803K Buy
14,432
+6
+0% +$340 0.06% 118
2016
Q4 		$795K Buy
14,426
+4,494
+45% +$226K 0.07% 112
2016
Q3 		$440K Buy
9,932
+2,273
+30% +$109K 0.05% 175
2016
Q2 		$363K Hold
7,659
– – 0.04% 284
2016
Q1 		$370K Sell
7,659
-287
-4% -$14.1K 0.04% 276
2015
Q4 		$432K Buy
7,946
+6
+0.1% +$326 0.05% 273
2015
Q3 		$408K Buy
7,940
+156
+2% +$8.58K 0.04% 293
2015
Q2 		$437K Hold
7,784
– – 0.04% 315
2015
Q1 		$424K Sell
7,784
-903
-10% -$48.8K 0.04% 348
2014
Q4 		$476K Buy
+8,687
New +$460K 0.04% 335
2014
Q2 		$313K Buy
+5,959
New +$300K 0.03% 459

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Diversified Trust's WFC Position: Q2 2026 in Review

Diversified Trust increased its Wells Fargo (WFC) stake by 13% in Q2 2026, buying an estimated $758K and bringing the position to 83,117 shares worth $6.87M. The position accounts for 0.11% of the portfolio, ranked #104.

Diversified Trust first reported a position in WFC in Q2 2014 and has held it in 48 quarters since. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Diversified Trust held 83,117 shares of Wells Fargo worth $6.87M as of Q2 2026.
  • Diversified Trust bought 9,432 Wells Fargo shares in Q2 2026, an estimated $758K.
  • Wells Fargo made up 0.11% of Diversified Trust's portfolio in Q2 2026, its #104 holding.
  • Diversified Trust first reported a position in Wells Fargo in Q2 2014 and has held it in 48 quarters since.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.