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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 $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

Dumont & Blake Investment Advisors's WFC Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Wells Fargo (WFC) stake by 4.8% in Q2 2026, selling an estimated $43.6K and leaving 10,884 shares worth $899K. The position accounts for 0.2% of the portfolio, ranked #107.

Dumont & Blake Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.47M in Q4 2017. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Dumont & Blake Investment Advisors held 10,884 shares of Wells Fargo worth $899K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 543 Wells Fargo shares in Q2 2026, an estimated $43.6K.
  • Wells Fargo made up 0.2% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Dumont & Blake Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Dumont & Blake Investment Advisors's Wells Fargo position peaked at $1.47M in Q4 2017.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.