Morgan Dempsey Capital Management’s Wells Fargo WFC Stock Holding History

Morgan Dempsey Capital 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	$5.79M	Sell	72,679 -1,810	-2%	-$155K	2.63%	18
2025 Q4	$6.94M	Sell	74,489 -7,551	-9%	-$656K	3.38%	6
2025 Q3	$6.88M	Sell	82,040 -10,264	-11%	-$832K	3.05%	8
2025 Q2	$7.4M	Buy	92,304 +18,661	+25%	+$1.35M	3.09%	8
2025 Q1	$5.29M	Buy	+73,643	New	+$5.53M	2.2%	24
2023 Q1	–	Sell	-906	Closed	-$37.4K	–	161
2022 Q4	$37.4K	Buy	+906	New	+$40.1K	0.01%	72
2020 Q3	–	Sell	-519	Closed	-$13K	–	162
2020 Q2	$13K	Buy	+519	New	+$14.2K	0.01%	143
2016 Q3	–	Sell	-62	Closed	-$3K	–	200
2016 Q2	$3K	Buy	+62	New	+$3.02K	﹤0.01%	167

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

Morgan Dempsey Capital Management's WFC Position: Q1 2026 in Review

Morgan Dempsey Capital Management reduced its Wells Fargo (WFC) stake by 2.4% in Q1 2026, selling an estimated $155K and leaving 72,679 shares worth $5.79M. The position accounts for 2.63% of the portfolio, ranked #18.

Morgan Dempsey Capital Management first reported a position in WFC in Q2 2016 and has held it in 8 quarters since. The position peaked at $7.4M in Q2 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Morgan Dempsey Capital Management held 72,679 shares of Wells Fargo worth $5.79M as of Q1 2026.
Morgan Dempsey Capital Management sold 1,810 Wells Fargo shares in Q1 2026, an estimated $155K.
Wells Fargo made up 2.63% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #18 holding.
Morgan Dempsey Capital Management first reported a position in Wells Fargo in Q2 2016 and has held it in 8 quarters since.
Morgan Dempsey Capital Management's Wells Fargo position peaked at $7.4M in Q2 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.