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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
2020
Q3 		– Sell
-400
Closed -$10K – 188
2020
Q2 		$10K Buy
+400
New +$10.9K ﹤0.01% 172

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. 2,803 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.
  • 2,803 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.