DKM Wealth Management
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DKM Wealth Management’s Wells Fargo WFC Stock Holding History

DKM 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
Q3 		$584K Hold
7,293
– – 0.37% 32
2026
Q2 		$603K Sell
7,293
-376
-5% -$30.2K 0.39% 30
2026
Q1 		$611K Buy
7,669
+51
+0.7% +$4.38K 0.44% 26
2025
Q4 		$710K Buy
7,618
+2
+0% +$174 0.53% 27
2025
Q3 		$638K Buy
7,616
+22
+0.3% +$1.78K 0.51% 28
2025
Q2 		$608K Buy
7,594
+2
+0% +$144 0.52% 28
2025
Q1 		$545K Buy
7,592
+27
+0.4% +$2.03K 0.53% 24
2024
Q4 		$531K Buy
+7,565
New +$516K 0.5% 26

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

DKM Wealth Management's WFC Position: Q3 2026 in Review

DKM Wealth Management held its Wells Fargo (WFC) position steady in Q3 2026 at 7,293 shares worth $584K. The position accounts for 0.37% of the portfolio, ranked #32.

DKM Wealth Management first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $710K in Q4 2025. 792 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • DKM Wealth Management held 7,293 shares of Wells Fargo worth $584K as of Q3 2026.
  • DKM Wealth Management left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.37% of DKM Wealth Management's portfolio in Q3 2026, its #32 holding.
  • DKM Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • DKM Wealth Management's Wells Fargo position peaked at $710K in Q4 2025.
  • 792 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.