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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
2022
Q1 		– Sell
-2,200
Closed -$106K – 145
2021
Q4 		$106K Hold
2,200
– – 0.04% 134
2021
Q3 		$102K Sell
2,200
-500
-19% -$23.1K 0.04% 130
2021
Q2 		$105K Hold
2,700
– – 0.04% 131
2021
Q1 		$105K Buy
+2,700
New +$95.6K 0.04% 124

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's WFC Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Wells Fargo (WFC) stake by 1.3% in Q2 2026, buying an estimated $41.5K and bringing the position to 41,421 shares worth $3.42M. The position accounts for 0.65% of the portfolio, ranked #34.

Schwarz Dygos Wheeler Investment Advisors first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.78M in Q4 2025. 2,160 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 41,421 shares of Wells Fargo worth $3.42M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 516 Wells Fargo shares in Q2 2026, an estimated $41.5K.
  • Wells Fargo made up 0.65% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Wells Fargo position peaked at $3.78M in Q4 2025.
  • 2,160 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.