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Dunhill Financial’s Wells Fargo WFC Stock Holding History

Dunhill Financial’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 		$34.2K Sell
429
-30
-7% -$2.58K 0.01% 358
2025
Q4 		$42.8K Buy
459
+35
+8% +$3.04K 0.01% 293
2025
Q3 		$35.5K Buy
424
+2
+0.5% +$162 0.01% 294
2025
Q2 		$33.8K Sell
422
-105
-20% -$7.57K 0.01% 275
2025
Q1 		$37.8K Buy
527
+31
+6% +$2.33K 0.02% 217
2024
Q4 		$34.9K Buy
496
+193
+64% +$13.2K 0.02% 214
2024
Q3 		$17.1K Buy
303
+5
+2% +$283 0.01% 293
2024
Q2 		$17.7K Buy
298
+7
+2% +$413 0.01% 227
2024
Q1 		$16.9K Buy
291
+47
+19% +$2.46K 0.01% 181
2023
Q4 		$12K Buy
+244
New +$10.5K 0.01% 184

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

Dunhill Financial's WFC Position: Q1 2026 in Review

Dunhill Financial reduced its Wells Fargo (WFC) stake by 6.5% in Q1 2026, selling an estimated $2.58K and leaving 429 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #358.

Dunhill Financial first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $42.8K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Dunhill Financial held 429 shares of Wells Fargo worth $34.2K as of Q1 2026.
  • Dunhill Financial sold 30 Wells Fargo shares in Q1 2026, an estimated $2.58K.
  • Wells Fargo made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #358 holding.
  • Dunhill Financial first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Wells Fargo position peaked at $42.8K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.