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DMKC Advisory Services’s Wells Fargo WFC Stock Holding History

DMKC Advisory 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
Q2 		$7.57M Buy
91,610
+2,723
+3% +$219K 1.43% 17
2026
Q1 		$7.08M Buy
88,887
+2,394
+3% +$206K 2.95% 7
2025
Q4 		$8.06M Buy
86,493
+4,906
+6% +$426K 3.54% 5
2025
Q3 		$6.84M Buy
81,587
+624
+0.8% +$50.6K 3.47% 5
2025
Q2 		$6.45M Buy
80,963
+24,299
+43% +$1.75M 3.38% 5
2025
Q1 		$4.07M Sell
56,664
-15
-0% -$1.13K 3.66% 7
2024
Q4 		$3.98M Buy
+56,679
New +$3.87M 3.61% 7

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

DMKC Advisory Services's WFC Position: Q2 2026 in Review

DMKC Advisory Services increased its Wells Fargo (WFC) stake by 3.1% in Q2 2026, buying an estimated $219K and bringing the position to 91,610 shares worth $7.57M. The position accounts for 1.43% of the portfolio, ranked #17.

DMKC Advisory Services first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.06M in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • DMKC Advisory Services held 91,610 shares of Wells Fargo worth $7.57M as of Q2 2026.
  • DMKC Advisory Services bought 2,723 Wells Fargo shares in Q2 2026, an estimated $219K.
  • Wells Fargo made up 1.43% of DMKC Advisory Services's portfolio in Q2 2026, its #17 holding.
  • DMKC Advisory Services first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • DMKC Advisory Services's Wells Fargo position peaked at $8.06M in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.