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 Q2	$2.65M	Sell	32,101 -6,418	-17%	-$516K	0.02%	113
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management's WFC Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Wells Fargo (WFC) stake by 17% in Q2 2026, selling an estimated $516K and leaving 32,101 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #113.

Dynasty Wealth Management first reported a position in WFC in Q4 2017 and has held it in 12 quarters since. The position peaked at $3.61M in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Dynasty Wealth Management held 32,101 shares of Wells Fargo worth $2.65M as of Q2 2026.
Dynasty Wealth Management sold 6,418 Wells Fargo shares in Q2 2026, an estimated $516K.
Wells Fargo made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #113 holding.
Dynasty Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 12 quarters since.
Dynasty Wealth Management's Wells Fargo position peaked at $3.61M in Q4 2025.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.