DT Investment Partners’s Wells Fargo WFC Stock Holding History

DT Investment Partners’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	$349K	Buy	4,223 +175	+4%	+$14.1K	0.03%	117
2026 Q1	$322K	Sell	4,048 -133	-3%	-$11.4K	0.03%	117
2025 Q4	$390K	Buy	4,181 +1,914	+84%	+$166K	0.03%	108
2025 Q3	$190K	Hold	2,267	–	–	0.02%	150
2025 Q2	$182K	Hold	2,267	–	–	0.02%	158
2025 Q1	$163K	Hold	2,267	–	–	0.02%	156
2024 Q4	$159K	Sell	2,267 -1,584	-41%	-$108K	0.01%	157
2024 Q3	$218K	Buy	3,851 +327	+9%	+$18.5K	0.02%	141
2024 Q2	$209K	Buy	3,524 +1,584	+82%	+$93.5K	0.02%	139
2024 Q1	$112K	Hold	1,940	–	–	0.01%	170
2023 Q4	$99.3K	Hold	1,940	–	–	0.01%	175
2023 Q3	$79.3K	Buy	1,940 +265	+16%	+$11.4K	0.01%	172
2023 Q2	$76.6K	Hold	1,675	–	–	0.01%	188
2023 Q1	$67.7K	Buy	1,675 +1,051	+168%	+$45.8K	0.01%	191
2022 Q4	$25.8K	Hold	624	–	–	﹤0.01%	244
2022 Q3	$25K	Buy	+624	New	+$26.8K	﹤0.01%	238
2020 Q3	–	Sell	-37,233	Closed	-$953K	–	118
2020 Q2	$953K	Buy	+37,233	New	+$1.02M	0.12%	70

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DT Investment Partners's WFC Position: Q2 2026 in Review

DT Investment Partners increased its Wells Fargo (WFC) stake by 4.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 4,223 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #117.

DT Investment Partners first reported a position in WFC in Q2 2020 and has held it in 17 quarters since. The position peaked at $953K in Q2 2020. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

DT Investment Partners held 4,223 shares of Wells Fargo worth $349K as of Q2 2026.
DT Investment Partners bought 175 Wells Fargo shares in Q2 2026, an estimated $14.1K.
Wells Fargo made up 0.03% of DT Investment Partners's portfolio in Q2 2026, its #117 holding.
DT Investment Partners first reported a position in Wells Fargo in Q2 2020 and has held it in 17 quarters since.
DT Investment Partners's Wells Fargo position peaked at $953K in Q2 2020.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.