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Dynamic Advisor Solutions’s Wells Fargo WFC Stock Holding History

Dynamic Advisor Solutions’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 		$2.42M Buy
29,305
+73
+0.2% +$5.87K 0.07% 283
2026
Q1 		$2.33M Buy
29,232
+58
+0.2% +$4.98K 0.07% 273
2025
Q4 		$2.72M Sell
29,174
-763
-3% -$66.2K 0.09% 239
2025
Q3 		$2.51M Buy
29,937
+3,252
+12% +$264K 0.07% 276
2025
Q2 		$2.14M Sell
26,685
-4,690
-15% -$338K 0.07% 294
2025
Q1 		$2.25M Buy
+31,375
New +$2.36M 0.07% 260
2024
Q4 		– Sell
-35,704
Closed -$2.02M – 923
2024
Q3 		$2.02M Buy
35,704
+1,965
+6% +$111K 0.06% 293
2024
Q2 		$2M Buy
33,739
+2,558
+8% +$151K 0.06% 290
2024
Q1 		$1.81M Sell
31,181
-12,425
-28% -$650K 0.06% 316
2023
Q4 		$2.18M Sell
43,606
-36
-0.1% -$1.55K 0.08% 269
2023
Q3 		$1.78M Sell
43,642
-793
-2% -$34.2K 0.08% 252
2023
Q2 		$1.9M Buy
44,435
+14,312
+48% +$576K 0.1% 229
2023
Q1 		$1.13M Buy
30,123
+12,223
+68% +$533K 0.07% 295
2022
Q4 		$739K Buy
17,900
+22
+0.1% +$974 0.05% 338
2022
Q3 		$719K Sell
17,878
-119
-0.7% -$5.11K 0.05% 308
2022
Q2 		$705K Buy
17,997
+922
+5% +$40.5K 0.05% 313
2022
Q1 		$827K Buy
17,075
+3,430
+25% +$184K 0.06% 307
2021
Q4 		$655K Buy
13,645
+1,244
+10% +$61.2K 0.05% 369
2021
Q3 		$576K Sell
12,401
-544
-4% -$25.2K 0.04% 408
2021
Q2 		$586K Sell
12,945
-3,412
-21% -$152K 0.05% 393
2021
Q1 		$639K Buy
16,357
+1,915
+13% +$67.8K 0.06% 325
2020
Q4 		$436K Sell
14,442
-1,086
-7% -$28.1K 0.04% 395
2020
Q3 		$365K Buy
15,528
+3,713
+31% +$91.5K 0.04% 377
2020
Q2 		$302K Sell
11,815
-2,085
-15% -$57K 0.04% 384
2020
Q1 		$399K Sell
13,900
-13,445
-49% -$572K 0.07% 281
2019
Q4 		$1.47M Sell
27,345
-2,009
-7% -$105K 0.2% 128
2019
Q3 		$1.48M Sell
29,354
-5,277
-15% -$249K 0.23% 113
2019
Q2 		$1.64M Buy
34,631
+403
+1% +$18.8K 0.26% 99
2019
Q1 		$1.65M Sell
34,228
-2,093
-6% -$103K 0.31% 89
2018
Q4 		$1.82M Buy
36,321
+855
+2% +$43.8K 0.39% 72
2018
Q3 		$1.86M Sell
35,466
-2,448
-6% -$140K 0.39% 79
2018
Q2 		$2.1M Buy
37,914
+3,520
+10% +$189K 0.48% 56
2018
Q1 		$1.8M Buy
34,394
+9,805
+40% +$582K 0.46% 66
2017
Q4 		$1.49M Buy
24,589
+89
+0.4% +$5.03K 0.49% 73
2017
Q3 		$1.35M Sell
24,500
-1,644
-6% -$87.4K 0.53% 64
2017
Q2 		$1.45M Buy
26,144
+58
+0.2% +$3.11K 0.56% 58
2017
Q1 		$1.45M Buy
26,086
+41
+0.2% +$2.33K 0.57% 48
2016
Q4 		$1.44M Sell
26,045
-3,403
-12% -$171K 0.57% 49
2016
Q3 		$1.3M Buy
29,448
+11,558
+65% +$553K 0.49% 59
2016
Q2 		$847K Buy
17,890
+193
+1% +$9.41K 0.34% 77
2016
Q1 		$856K Buy
17,697
+916
+5% +$44.9K 0.36% 73
2015
Q4 		$912K Buy
16,781
+4,277
+34% +$232K 0.38% 75
2015
Q3 		$642K Buy
12,504
+2,480
+25% +$136K 0.32% 81
2015
Q2 		$564K Buy
10,024
+342
+4% +$19.1K 0.33% 85
2015
Q1 		$527K Sell
9,682
-97
-1% -$5.24K 0.26% 112
2014
Q4 		$536K Buy
9,779
+1,288
+15% +$68.2K 0.29% 106
2014
Q3 		$440K Buy
8,491
+1,931
+29% +$99.3K 0.24% 124
2014
Q2 		$345K Sell
6,560
-972
-13% -$48.9K 0.21% 141
2014
Q1 		$375K Buy
7,532
+1,592
+27% +$74.2K 0.26% 131
2013
Q4 		$270K Buy
+5,940
New +$257K 0.2% 161

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dynamic Advisor Solutions's WFC Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Wells Fargo (WFC) stake by 0.25% in Q2 2026, buying an estimated $5.87K and bringing the position to 29,305 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #283.

Dynamic Advisor Solutions first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.72M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Dynamic Advisor Solutions held 29,305 shares of Wells Fargo worth $2.42M as of Q2 2026.
  • Dynamic Advisor Solutions bought 73 Wells Fargo shares in Q2 2026, an estimated $5.87K.
  • Wells Fargo made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #283 holding.
  • Dynamic Advisor Solutions first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's Wells Fargo position peaked at $2.72M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.