Dixon Fnancial Services’s Wells Fargo WFC Stock Holding History

Dixon Fnancial 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	–	Sell	-2,355	Closed	-$219K	–	47
2025 Q4	$219K	Buy	+2,355	New	+$204K	0.1%	44

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Dixon Fnancial Services's WFC Position: Q1 2026 in Review

Dixon Fnancial Services sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,355 shares — an estimated $219K sold.

Dixon Fnancial Services first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Dixon Fnancial Services reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Dixon Fnancial Services sold 2,355 Wells Fargo shares in Q1 2026, an estimated $219K.
Dixon Fnancial Services first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Dixon Fnancial Services's Wells Fargo position peaked at $219K in Q4 2025.
2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Dixon Fnancial Services's 13F filing for Q1 2026, filed 15 Apr 2026.