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Dumont & Blake Investment Advisors’s Wells Fargo WFC Stock Holding History

Dumont & Blake Investment Advisors’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 		$910K Sell
11,427
-8
-0.1% -$687 0.23% 107
2025
Q4 		$1.07M Buy
11,435
+37
+0.3% +$3.21K 0.26% 92
2025
Q3 		$955K Buy
11,398
+112
+1% +$9.08K 0.23% 100
2025
Q2 		$904K Buy
11,286
+72
+0.6% +$5.19K 0.24% 100
2025
Q1 		$805K Buy
11,214
+104
+0.9% +$7.81K 0.23% 107
2024
Q4 		$780K Buy
11,110
+44
+0.4% +$3K 0.21% 109
2024
Q3 		$625K Sell
11,066
-10,652
-49% -$602K 0.17% 129
2024
Q2 		$1.29M Buy
21,718
+10,931
+101% +$645K 0.18% 126
2024
Q1 		$625K Buy
10,787
+2
+0% +$105 0.18% 124
2023
Q4 		$531K Sell
10,785
-387
-3% -$16.7K 0.16% 128
2023
Q3 		$456K Sell
11,172
-197
-2% -$8.51K 0.15% 132
2023
Q2 		$485K Sell
11,369
-352
-3% -$14.2K 0.16% 130
2023
Q1 		$438K Sell
11,721
-88
-0.7% -$3.84K 0.15% 134
2022
Q4 		$488K Buy
11,809
+2
+0% +$89 0.17% 126
2022
Q3 		$475K Sell
11,807
-17
-0.1% -$730 0.18% 127
2022
Q2 		$463K Sell
11,824
-153
-1% -$6.71K 0.15% 134
2022
Q1 		$580K Sell
11,977
-13
-0.1% -$696 0.16% 135
2021
Q4 		$575K Sell
11,990
-189
-2% -$9.3K 0.15% 132
2021
Q3 		$565K Sell
12,179
-48
-0.4% -$2.22K 0.16% 134
2021
Q2 		$554K Sell
12,227
-44
-0.4% -$1.97K 0.16% 132
2021
Q1 		$479K Sell
12,271
-225
-2% -$7.96K 0.15% 133
2020
Q4 		$377K Sell
12,496
-479
-4% -$12.4K 0.13% 140
2020
Q3 		$305K Sell
12,975
-269
-2% -$6.63K 0.12% 139
2020
Q2 		$339K Buy
13,244
+711
+6% +$19.5K 0.14% 134
2020
Q1 		$360K Sell
12,533
-135
-1% -$5.74K 0.18% 119
2019
Q4 		$682K Buy
12,668
+98
+0.8% +$5.13K 0.27% 107
2019
Q3 		$634K Sell
12,570
-171
-1% -$8.06K 0.27% 106
2019
Q2 		$603K Sell
12,741
-10,867
-46% -$508K 0.25% 107
2019
Q1 		$1.14M Buy
23,608
+122
+0.5% +$6K 0.48% 61
2018
Q4 		$1.08M Sell
23,486
-1,487
-6% -$76.2K 0.51% 63
2018
Q3 		$1.31M Buy
24,973
+477
+2% +$27.2K 0.51% 56
2018
Q2 		$1.36M Buy
24,496
+307
+1% +$16.4K 0.57% 53
2018
Q1 		$1.27M Sell
24,189
-48
-0.2% -$2.85K 0.54% 61
2017
Q4 		$1.47M Sell
24,237
-148
-0.6% -$8.36K 0.6% 48
2017
Q3 		$1.34M Sell
24,385
-222
-0.9% -$11.8K 0.58% 55
2017
Q2 		$1.36M Sell
24,607
-423
-2% -$22.7K 0.6% 48
2017
Q1 		$1.39M Buy
25,030
+177
+0.7% +$10K 0.63% 45
2016
Q4 		$1.37M Sell
24,853
-381
-2% -$19.2K 0.64% 46
2016
Q3 		$1.12M Buy
25,234
+137
+0.5% +$6.56K 0.55% 57
2016
Q2 		$1.19M Sell
25,097
-602
-2% -$29.4K 0.6% 55
2016
Q1 		$1.24M Buy
25,699
+152
+0.6% +$7.44K 0.64% 48
2015
Q4 		$1.39M Buy
25,547
+352
+1% +$19.1K 0.71% 43
2015
Q3 		$1.29M Sell
25,195
-298
-1% -$16.4K 0.7% 48
2015
Q2 		$1.43M Buy
25,493
+2
+0% +$112 0.7% 50
2015
Q1 		$1.39M Sell
25,491
-13
-0.1% -$703 0.67% 53
2014
Q4 		$1.4M Buy
25,504
+67
+0.3% +$3.55K 0.69% 51
2014
Q3 		$1.32M Sell
25,437
-243
-0.9% -$12.5K 0.68% 50
2014
Q2 		$1.35M Buy
25,680
+2
+0% +$101 0.68% 52
2014
Q1 		$1.28M Sell
25,678
-698
-3% -$32.5K 0.66% 56
2013
Q4 		$1.2M Sell
26,376
-2,157
-8% -$93.2K 0.62% 62
2013
Q3 		$1.18M Buy
28,533
+267
+0.9% +$11.4K 0.56% 70
2013
Q2 		$1.17M Buy
+28,266
New +$1.1M 0.7% 56

Other funds holding WFC

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Dumont & Blake Investment Advisors's WFC Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Wells Fargo (WFC) stake by 0.07% in Q1 2026, selling an estimated $687 and leaving 11,427 shares worth $910K. The position accounts for 0.23% of the portfolio, ranked #107.

Dumont & Blake Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.47M in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Dumont & Blake Investment Advisors held 11,427 shares of Wells Fargo worth $910K as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 8 Wells Fargo shares in Q1 2026, an estimated $687.
  • Wells Fargo made up 0.23% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Dumont & Blake Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Dumont & Blake Investment Advisors's Wells Fargo position peaked at $1.47M in Q4 2017.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.