Schwarz Dygos Wheeler Investment Advisors’s Wells Fargo WFC Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$3.26M	Buy	40,905 +379	+0.9%	+$32.6K	0.68%	33
2025 Q4	$3.78M	Sell	40,526 -445	-1%	-$38.6K	0.78%	30
2025 Q3	$3.43M	Sell	40,971 -150	-0.4%	-$12.2K	0.73%	33
2025 Q2	$3.29M	Buy	41,121 +1,250	+3%	+$90.1K	0.75%	33
2025 Q1	$2.86M	Buy	39,871 +797	+2%	+$59.8K	0.68%	32
2024 Q4	$2.74M	Sell	39,074 -1,756	-4%	-$120K	0.67%	32
2024 Q3	$2.31M	Hold	40,830	–	–	0.58%	40
2024 Q2	$2.42M	Buy	40,830 +930	+2%	+$54.9K	0.65%	34
2024 Q1	$2.31M	Sell	39,900 -504	-1%	-$26.4K	0.65%	38
2023 Q4	$1.99M	Sell	40,404 -7,447	-16%	-$321K	0.61%	39
2023 Q3	$1.96M	Sell	47,851 -300	-0.6%	-$13K	0.66%	37
2023 Q2	$2.06M	Buy	48,151 +279	+0.6%	+$11.2K	0.68%	37
2023 Q1	$1.79M	Buy	47,872 +617	+1%	+$26.9K	0.65%	37
2022 Q4	$1.95M	Sell	47,255 -165	-0.3%	-$7.3K	0.77%	36
2022 Q3	$1.91M	Buy	47,420 +146	+0.3%	+$6.27K	0.85%	33
2022 Q2	$1.85M	Buy	47,274 +611	+1%	+$26.8K	0.74%	35
2022 Q1	$2.26M	Sell	46,663 -595	-1%	-$31.8K	0.76%	38
2021 Q4	$2.27M	Sell	47,258 -7,238	-13%	-$356K	0.77%	37
2021 Q3	$2.53M	Sell	54,496 -564	-1%	-$26.1K	0.92%	31
2021 Q2	$2.49M	Sell	55,060 -1,771	-3%	-$79.1K	0.91%	33
2021 Q1	$2.22M	Buy	56,831 +427	+0.8%	+$15.1K	0.92%	33
2020 Q4	$1.7M	Buy	56,404 +20,108	+55%	+$521K	0.82%	33
2020 Q3	$853K	Buy	36,296 +401	+1%	+$9.88K	0.48%	44
2020 Q2	$912K	Buy	35,895 +3,797	+12%	+$104K	0.6%	39
2020 Q1	$921K	Buy	32,098 +976	+3%	+$41.5K	0.78%	33
2019 Q4	$1.67M	Sell	31,122 -632	-2%	-$33.1K	1.15%	22
2019 Q3	$1.6M	Sell	31,754 -903	-3%	-$42.5K	1.27%	21
2019 Q2	$1.54M	Buy	32,657 +2,397	+8%	+$112K	1.27%	22
2019 Q1	$1.46M	Buy	30,260 +483	+2%	+$23.8K	1.26%	23
2018 Q4	$1.37M	Buy	+29,777	New	+$1.53M	1.48%	18

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

Schwarz Dygos Wheeler Investment Advisors's WFC Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Wells Fargo (WFC) stake by 0.94% in Q1 2026, buying an estimated $32.6K and bringing the position to 40,905 shares worth $3.26M. The position accounts for 0.68% of the portfolio, ranked #33.

Schwarz Dygos Wheeler Investment Advisors first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.78M in Q4 2025. 2,806 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 40,905 shares of Wells Fargo worth $3.26M as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors bought 379 Wells Fargo shares in Q1 2026, an estimated $32.6K.
Wells Fargo made up 0.68% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #33 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Wells Fargo position peaked at $3.78M in Q4 2025.
2,806 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.