DWM
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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
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

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

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

DKM Wealth Management increased its Wells Fargo (WFC) stake by 0.67% in Q1 2026, buying an estimated $4.38K and bringing the position to 7,669 shares worth $611K. The position accounts for 0.44% of the portfolio, ranked #26.

DKM Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $710K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • DKM Wealth Management held 7,669 shares of Wells Fargo worth $611K as of Q1 2026.
  • DKM Wealth Management bought 51 Wells Fargo shares in Q1 2026, an estimated $4.38K.
  • Wells Fargo made up 0.44% of DKM Wealth Management's portfolio in Q1 2026, its #26 holding.
  • DKM Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • DKM Wealth Management's Wells Fargo position peaked at $710K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.