DWM
WFC icon

Drive Wealth Management’s Wells Fargo WFC Stock Holding History

Drive 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 		$1.81M Buy
22,717
+465
+2% +$39.9K 0.38% 50
2025
Q4 		$2.07M Buy
22,252
+695
+3% +$60.3K 0.4% 46
2025
Q3 		$1.81M Sell
21,557
-3,959
-16% -$321K 0.38% 55
2025
Q2 		$2.04M Sell
25,516
-125
-0.5% -$9.01K 0.45% 50
2025
Q1 		$1.84M Buy
25,641
+669
+3% +$50.2K 0.43% 52
2024
Q4 		$1.75M Buy
24,972
+823
+3% +$56.2K 0.43% 42
2024
Q3 		$1.36M Buy
24,149
+1,381
+6% +$78.1K 0.36% 51
2024
Q2 		$1.35M Sell
22,768
-18
-0.1% -$1.06K 0.36% 52
2024
Q1 		$1.32M Sell
22,786
-993
-4% -$52K 0.37% 52
2023
Q4 		$1.17M Sell
23,779
-593
-2% -$25.6K 0.38% 52
2023
Q3 		$996K Sell
24,372
-10,896
-31% -$470K 0.36% 59
2023
Q2 		$1.51M Buy
35,268
+3,940
+13% +$159K 0.56% 37
2023
Q1 		$1.17M Buy
31,328
+1,050
+3% +$45.8K 0.49% 49
2022
Q4 		$1.25M Buy
30,278
+16,113
+114% +$713K 0.62% 36
2022
Q3 		$570K Buy
14,165
+364
+3% +$15.6K 0.54% 46
2022
Q2 		$541K Buy
13,801
+738
+6% +$32.4K 0.49% 52
2022
Q1 		$633K Buy
13,063
+1,560
+14% +$83.5K 0.53% 46
2021
Q4 		$552K Buy
+11,503
New +$566K 0.49% 53

Other funds holding WFC

BlackRock
BlackRock New York $5.7T 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 $1.47T 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