JFG
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JDM Financial Group’s Wells Fargo WFC Stock Holding History

JDM Financial Group’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 		$37K Hold
465
– – 0.01% 118
2025
Q4 		$43.3K Sell
465
-103
-18% -$8.94K 0.02% 107
2025
Q3 		$47.6K Buy
568
+103
+22% +$8.35K 0.02% 97
2025
Q2 		$37.3K Sell
465
-21
-4% -$1.51K 0.02% 103
2025
Q1 		$34.9K Hold
486
– – 0.02% 104
2024
Q4 		$34.1K Hold
486
– – 0.02% 104
2024
Q3 		$27.5K Buy
486
+21
+5% +$1.19K 0.01% 114
2024
Q2 		$27.6K Hold
465
– – 0.02% 101
2024
Q1 		$27K Hold
465
– – 0.02% 98
2023
Q4 		$22.9K Hold
465
– – 0.02% 97
2023
Q3 		$19K Hold
465
– – 0.02% 97
2023
Q2 		$19.8K Hold
465
– – 0.02% 100
2023
Q1 		$17.4K Hold
465
– – 0.02% 104
2022
Q4 		$19.2K Buy
+465
New +$20.6K 0.02% 100

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

JDM Financial Group's WFC Position: Q1 2026 in Review

JDM Financial Group held its Wells Fargo (WFC) position steady in Q1 2026 at 465 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #118.

JDM Financial Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $47.6K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • JDM Financial Group held 465 shares of Wells Fargo worth $37K as of Q1 2026.
  • JDM Financial Group left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #118 holding.
  • JDM Financial Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's Wells Fargo position peaked at $47.6K in Q3 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.