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DMC Group’s Wells Fargo WFC Stock Holding History

DMC Group’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 		$873K Sell
10,966
-15
-0.1% -$1.29K 0.59% 52
2025
Q4 		$1.02M Sell
10,981
-807
-7% -$70.1K 0.68% 45
2025
Q3 		$988K Sell
11,788
-795
-6% -$64.5K 0.68% 43
2025
Q2 		$1.01M Sell
12,583
-3,097
-20% -$223K 0.78% 40
2025
Q1 		$1.13M Sell
15,680
-1,870
-11% -$140K 0.92% 34
2024
Q4 		$1.23M Sell
17,550
-1,823
-9% -$124K 1% 27
2024
Q3 		$1.09M Sell
19,373
-1,219
-6% -$68.9K 0.89% 36
2024
Q2 		$1.22M Buy
20,592
+1,319
+7% +$77.9K 1.05% 27
2024
Q1 		$1.12M Buy
19,273
+1,007
+6% +$52.7K 0.97% 35
2023
Q4 		$899K Sell
18,266
-861
-5% -$37.2K 0.85% 39
2023
Q3 		$782K Sell
19,127
-113
-0.6% -$4.88K 0.73% 46
2023
Q2 		$821K Sell
19,240
-405
-2% -$16.3K 0.82% 41
2023
Q1 		$741K Buy
19,645
+4,056
+26% +$177K 0.75% 44
2022
Q4 		$651K Buy
15,589
+156
+1% +$6.91K 0.73% 43
2022
Q3 		$642K Sell
15,433
-100
-0.6% -$4.3K 0.78% 40
2022
Q2 		$615K Buy
15,533
+2,415
+18% +$106K 0.73% 43
2022
Q1 		$608K Sell
13,118
-982
-7% -$52.6K 0.68% 47
2021
Q4 		$758K Buy
+14,100
New +$694K 0.65% 45

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

DMC Group's WFC Position: Q1 2026 in Review

DMC Group reduced its Wells Fargo (WFC) stake by 0.14% in Q1 2026, selling an estimated $1.29K and leaving 10,966 shares worth $873K. The position accounts for 0.59% of the portfolio, ranked #52.

DMC Group first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • DMC Group held 10,966 shares of Wells Fargo worth $873K as of Q1 2026.
  • DMC Group sold 15 Wells Fargo shares in Q1 2026, an estimated $1.29K.
  • Wells Fargo made up 0.59% of DMC Group's portfolio in Q1 2026, its #52 holding.
  • DMC Group first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • DMC Group's Wells Fargo position peaked at $1.23M in Q4 2024.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.