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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
Q2 		– Sell
-200
Closed -$15.9K – 151
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morgan Dempsey Capital Management's WFC Position: Q2 2026 in Review

Morgan Dempsey Capital Management increased its Wells Fargo (WFC) stake by 3.2% in Q2 2026, buying an estimated $189K and bringing the position to 75,035 shares worth $6.2M. The position accounts for 2.66% of the portfolio, ranked #16.

Morgan Dempsey Capital Management first reported a position in WFC in Q2 2016 and has held it in 9 quarters since. The position peaked at $7.4M in Q2 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Morgan Dempsey Capital Management held 75,035 shares of Wells Fargo worth $6.2M as of Q2 2026.
  • Morgan Dempsey Capital Management bought 2,356 Wells Fargo shares in Q2 2026, an estimated $189K.
  • Wells Fargo made up 2.66% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #16 holding.
  • Morgan Dempsey Capital Management first reported a position in Wells Fargo in Q2 2016 and has held it in 9 quarters since.
  • Morgan Dempsey Capital Management's Wells Fargo position peaked at $7.4M in Q2 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.