DWM
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Diversify Wealth Management’s Wells Fargo WFC Stock Holding History

Diversify Wealth Management’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 		$5.1M Sell
58,391
-193
-0.3% -$15.5K 0.09% 222
2026
Q1 		$4.78M Buy
58,584
+28,503
+95% +$2.45M 0.09% 216
2025
Q4 		$2.81M Buy
30,081
+1,195
+4% +$104K 0.13% 185
2025
Q3 		$2.52M Sell
28,886
-268
-0.9% -$21.7K 0.15% 162
2025
Q2 		$2.32M Sell
29,154
-524
-2% -$37.8K 0.14% 163
2025
Q1 		$2.11M Sell
29,678
-1,672
-5% -$126K 0.16% 163
2024
Q4 		$2.19M Buy
31,350
+7,945
+34% +$542K 0.17% 148
2024
Q3 		$1.51M Sell
23,405
-837
-3% -$47.3K 0.15% 155
2024
Q2 		$1.26M Buy
+24,242
New +$1.43M 0.16% 138

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Wealth Management's WFC Position: Q2 2026 in Review

Diversify Wealth Management reduced its Wells Fargo (WFC) stake by 0.33% in Q2 2026, selling an estimated $15.5K and leaving 58,391 shares worth $5.1M. The position accounts for 0.09% of the portfolio, ranked #222.

Diversify Wealth Management first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Diversify Wealth Management held 58,391 shares of Wells Fargo worth $5.1M as of Q2 2026.
  • Diversify Wealth Management sold 193 Wells Fargo shares in Q2 2026, an estimated $15.5K.
  • Wells Fargo made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Diversify Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.