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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Duncan Williams Asset Management's WFC Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Wells Fargo (WFC) stake by 13% in Q1 2026, selling an estimated $55.4K and leaving 4,270 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #116.

Duncan Williams Asset Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $458K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Duncan Williams Asset Management held 4,270 shares of Wells Fargo worth $340K as of Q1 2026.
Duncan Williams Asset Management sold 645 Wells Fargo shares in Q1 2026, an estimated $55.4K.
Wells Fargo made up 0.09% of Duncan Williams Asset Management's portfolio in Q1 2026, its #116 holding.
Duncan Williams Asset Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Duncan Williams Asset Management's Wells Fargo position peaked at $458K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.