Diversify Advisory Services’s Wells Fargo WFC Stock Holding History

Diversify Advisory Services’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	$915K	Sell	11,229 -14,424	-56%	-$1.24M	0.14%	74
2025 Q4	$2.27M	Sell	25,653 -306	-1%	-$26.6K	0.07%	209
2025 Q3	$2.27M	Buy	25,959 +241	+0.9%	+$19.5K	0.08%	194
2025 Q2	$2.04M	Buy	25,718 +8,714	+51%	+$628K	0.08%	185
2025 Q1	$1.21M	Sell	17,004 -211	-1%	-$15.8K	0.08%	188
2024 Q4	$1.2M	Sell	17,215 -10,156	-37%	-$693K	0.07%	204
2024 Q3	$1.77M	Sell	27,371 -1,438	-5%	-$81.3K	0.1%	174
2024 Q2	$1.73M	Sell	28,809 -4,055	-12%	-$239K	0.09%	175
2024 Q1	$1.89M	Buy	+32,864	New	+$1.72M	0.11%	159

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversify Advisory Services's WFC Position: Q1 2026 in Review

Diversify Advisory Services reduced its Wells Fargo (WFC) stake by 56% in Q1 2026, selling an estimated $1.24M and leaving 11,229 shares worth $915K. The position accounts for 0.14% of the portfolio, ranked #74.

Diversify Advisory Services first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Diversify Advisory Services held 11,229 shares of Wells Fargo worth $915K as of Q1 2026.
Diversify Advisory Services sold 14,424 Wells Fargo shares in Q1 2026, an estimated $1.24M.
Wells Fargo made up 0.14% of Diversify Advisory Services's portfolio in Q1 2026, its #74 holding.
Diversify Advisory Services first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Wells Fargo position peaked at $2.27M in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.