DWM
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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
Q2 		$1.83M Sell
22,128
-589
-3% -$47.3K 0.33% 55
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 $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

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

Drive Wealth Management reduced its Wells Fargo (WFC) stake by 2.6% in Q2 2026, selling an estimated $47.3K and leaving 22,128 shares worth $1.83M. The position accounts for 0.33% of the portfolio, ranked #55.

Drive Wealth Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Drive Wealth Management held 22,128 shares of Wells Fargo worth $1.83M as of Q2 2026.
  • Drive Wealth Management sold 589 Wells Fargo shares in Q2 2026, an estimated $47.3K.
  • Wells Fargo made up 0.33% of Drive Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Drive Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Wells Fargo position peaked at $2.07M in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.