DWS
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Dynamic Wealth Strategies’s Wells Fargo WFC Stock Holding History

Dynamic Wealth Strategies’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 		$4.63K Buy
56
+31
+124% +$2.49K ﹤0.01% 266
2026
Q1 		$1.99K Buy
+25
New +$2.15K ﹤0.01% 272

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

Dynamic Wealth Strategies's WFC Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Wells Fargo (WFC) stake by 124% in Q2 2026, buying an estimated $2.49K and bringing the position to 56 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Dynamic Wealth Strategies first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Dynamic Wealth Strategies held 56 shares of Wells Fargo worth $4.63K as of Q2 2026.
  • Dynamic Wealth Strategies bought 31 Wells Fargo shares in Q2 2026, an estimated $2.49K.
  • Wells Fargo made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #266 holding.
  • Dynamic Wealth Strategies first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.