Duncan Williams Asset Management’s Wells Fargo WFC Stock Holding History

Duncan Williams Asset 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	$351K	Sell	4,251 -19	-0.4%	-$1.53K	0.08%	124
2026 Q1	$340K	Sell	4,270 -645	-13%	-$55.4K	0.09%	116
2025 Q4	$458K	Sell	4,915 -97	-2%	-$8.42K	0.11%	104
2025 Q3	$420K	Sell	5,012 -376	-7%	-$30.5K	0.12%	106
2025 Q2	$432K	Sell	5,388 -233	-4%	-$16.8K	0.14%	96
2025 Q1	$403K	Sell	5,621 -93	-2%	-$6.98K	0.15%	93
2024 Q4	$401K	Sell	5,714 -267	-4%	-$18.2K	0.16%	96
2024 Q3	$338K	Buy	+5,981	New	+$338K	0.19%	90

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

Duncan Williams Asset Management's WFC Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Wells Fargo (WFC) stake by 0.44% in Q2 2026, selling an estimated $1.53K and leaving 4,251 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #124.

Duncan Williams Asset Management first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $458K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Duncan Williams Asset Management held 4,251 shares of Wells Fargo worth $351K as of Q2 2026.
Duncan Williams Asset Management sold 19 Wells Fargo shares in Q2 2026, an estimated $1.53K.
Wells Fargo made up 0.08% of Duncan Williams Asset Management's portfolio in Q2 2026, its #124 holding.
Duncan Williams Asset Management first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's Wells Fargo position peaked at $458K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.