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Dogwood Wealth Management’s Wells Fargo WFC Stock Holding History

Dogwood 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
Q2 		$54K Buy
654
+93
+17% +$7.47K 0.02% 151
2026
Q1 		$44.7K Buy
561
+5
+0.9% +$429 0.02% 158
2025
Q4 		$51.8K Buy
556
+257
+86% +$22.3K 0.02% 128
2025
Q3 		$25.1K Buy
299
+51
+21% +$4.14K 0.01% 164
2025
Q2 		$20.2K Buy
248
+17
+7% +$1.23K 0.01% 171
2025
Q1 		$16.6K Buy
+231
New +$17.3K 0.01% 166
2024
Q3 		– Hold
0
– – – 199
2024
Q2 		– Hold
0
– – – 245
2024
Q1 		– Sell
-1
Closed -$52 – 244
2023
Q4 		$35 Buy
+1
New +$43 ﹤0.01% 219

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dogwood Wealth Management's WFC Position: Q2 2026 in Review

Dogwood Wealth Management increased its Wells Fargo (WFC) stake by 17% in Q2 2026, buying an estimated $7.47K and bringing the position to 654 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #151.

Dogwood Wealth Management first reported a position in WFC in Q4 2023 and has held it in 7 quarters since. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Dogwood Wealth Management held 654 shares of Wells Fargo worth $54K as of Q2 2026.
  • Dogwood Wealth Management bought 93 Wells Fargo shares in Q2 2026, an estimated $7.47K.
  • Wells Fargo made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Dogwood Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 7 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.