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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
Q2 		$765K Sell
9,259
-1,707
-16% -$137K 0.52% 58
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DMC Group's WFC Position: Q2 2026 in Review

DMC Group reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $137K and leaving 9,259 shares worth $765K. The position accounts for 0.52% of the portfolio, ranked #58.

DMC Group first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • DMC Group held 9,259 shares of Wells Fargo worth $765K as of Q2 2026.
  • DMC Group sold 1,707 Wells Fargo shares in Q2 2026, an estimated $137K.
  • Wells Fargo made up 0.52% of DMC Group's portfolio in Q2 2026, its #58 holding.
  • DMC Group first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • DMC Group's Wells Fargo position peaked at $1.23M in Q4 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.