Dynasty Wealth Management’s Wells Fargo WFC Stock Holding History

Dynasty Wealth 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	$3.07M	Sell	38,519 -204	-0.5%	-$17.5K	0.03%	97
2025 Q4	$3.61M	Buy	38,723 +7,376	+24%	+$640K	0.04%	101
2025 Q3	$2.63M	Buy	31,347 +9,439	+43%	+$765K	0.04%	96
2025 Q2	$1.76M	Sell	21,908 -2,985	-12%	-$215K	0.03%	95
2025 Q1	$1.79M	Buy	24,893 +207	+0.8%	+$15.5K	0.03%	101
2024 Q4	$1.73M	Sell	24,686 -2,232	-8%	-$152K	0.03%	108
2024 Q3	$1.52M	Sell	26,918 -4,263	-14%	-$241K	0.05%	95
2024 Q2	$1.85M	Buy	31,181 +1,865	+6%	+$110K	0.05%	82
2024 Q1	$1.7M	Buy	+29,316	New	+$1.53M	0.05%	77
2018 Q4	–	Sell	-8,146	Closed	-$428K	–	106
2018 Q3	$428K	Buy	+8,146	New	+$465K	0.55%	47
2018 Q1	–	Sell	-4,310	Closed	-$261K	–	98
2017 Q4	$261K	Buy	+4,310	New	+$243K	0.45%	74

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

Dynasty Wealth Management's WFC Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Wells Fargo (WFC) stake by 0.53% in Q1 2026, selling an estimated $17.5K and leaving 38,519 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #97.

Dynasty Wealth Management first reported a position in WFC in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.61M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Dynasty Wealth Management held 38,519 shares of Wells Fargo worth $3.07M as of Q1 2026.
Dynasty Wealth Management sold 204 Wells Fargo shares in Q1 2026, an estimated $17.5K.
Wells Fargo made up 0.03% of Dynasty Wealth Management's portfolio in Q1 2026, its #97 holding.
Dynasty Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 11 quarters since.
Dynasty Wealth Management's Wells Fargo position peaked at $3.61M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.