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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 		$15.9K Hold
200
– – 0.01% 105
2025
Q4 		$123K Buy
200
+100
+100% +$8.68K 0.06% 65
2025
Q3 		$8.38K Sell
100
-100
-50% -$8.11K ﹤0.01% 139
2025
Q2 		$16K Buy
200
+100
+100% +$7.21K 0.01% 108
2025
Q1 		$7.18K Buy
+100
New +$7.51K ﹤0.01% 123

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

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. 2,803 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.
  • 2,803 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.