Nancy E. Dempze’s Wells Fargo WFC Stock Holding History

Nancy E. Dempze’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	$318K	Sell	4,000 -1,500	-27%	-$129K	0.17%	74
2025 Q4	$513K	Buy	5,500 +1,000	+22%	+$86.8K	0.27%	62
2025 Q3	$377K	Hold	4,500	–	–	0.21%	68
2025 Q2	$361K	Sell	4,500 -200	-4%	-$14.4K	0.21%	73
2025 Q1	$337K	Sell	4,700 -602	-11%	-$45.2K	0.2%	74
2024 Q4	$372K	Hold	5,302	–	–	0.22%	76
2024 Q3	$300K	Sell	5,302 -1,000	-16%	-$56.6K	0.17%	85
2024 Q2	$374K	Buy	+6,302	New	+$372K	0.26%	58
2016 Q4	–	Sell	-5,125	Closed	-$227K	–	78
2016 Q3	$227K	Hold	5,125	–	–	0.4%	73
2016 Q2	$243K	Hold	5,125	–	–	0.43%	71
2016 Q1	$248K	Sell	5,125 -50	-1%	-$2.45K	0.44%	68
2015 Q4	$281K	Buy	+5,175	New	+$281K	0.54%	66

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

Nancy E. Dempze's WFC Position: Q1 2026 in Review

Nancy E. Dempze reduced its Wells Fargo (WFC) stake by 27% in Q1 2026, selling an estimated $129K and leaving 4,000 shares worth $318K. The position accounts for 0.17% of the portfolio, ranked #74.

Nancy E. Dempze first reported a position in WFC in Q4 2015 and has held it in 12 quarters since. The position peaked at $513K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Nancy E. Dempze held 4,000 shares of Wells Fargo worth $318K as of Q1 2026.
Nancy E. Dempze sold 1,500 Wells Fargo shares in Q1 2026, an estimated $129K.
Wells Fargo made up 0.17% of Nancy E. Dempze's portfolio in Q1 2026, its #74 holding.
Nancy E. Dempze first reported a position in Wells Fargo in Q4 2015 and has held it in 12 quarters since.
Nancy E. Dempze's Wells Fargo position peaked at $513K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.