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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
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 $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

Diversify Wealth Management's WFC Position: Q1 2026 in Review

Diversify Wealth Management increased its Wells Fargo (WFC) stake by 95% in Q1 2026, buying an estimated $2.45M and bringing the position to 58,584 shares worth $4.78M. The position accounts for 0.09% of the portfolio, ranked #216.

Diversify Wealth Management first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Diversify Wealth Management held 58,584 shares of Wells Fargo worth $4.78M as of Q1 2026.
  • Diversify Wealth Management bought 28,503 Wells Fargo shares in Q1 2026, an estimated $2.45M.
  • Wells Fargo made up 0.09% of Diversify Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Diversify Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.