WDG
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Wealth Dimensions Group’s Wells Fargo WFC Stock Holding History

Wealth Dimensions Group’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 		$254K Sell
3,069
-679
-18% -$54.6K 0.05% 161
2026
Q1 		$298K Buy
3,748
+276
+8% +$23.7K 0.06% 139
2025
Q4 		$324K Hold
3,472
– – 0.06% 126
2025
Q3 		$291K Buy
3,472
+76
+2% +$6.16K 0.06% 136
2025
Q2 		$272K Buy
3,396
+155
+5% +$11.2K 0.06% 138
2025
Q1 		$233K Buy
3,241
+246
+8% +$18.5K 0.06% 146
2024
Q4 		$210K Buy
+2,995
New +$204K 0.05% 150

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

Wealth Dimensions Group's WFC Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Wells Fargo (WFC) stake by 18% in Q2 2026, selling an estimated $54.6K and leaving 3,069 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #161.

Wealth Dimensions Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wealth Dimensions Group held 3,069 shares of Wells Fargo worth $254K as of Q2 2026.
  • Wealth Dimensions Group sold 679 Wells Fargo shares in Q2 2026, an estimated $54.6K.
  • Wells Fargo made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #161 holding.
  • Wealth Dimensions Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Wealth Dimensions Group's Wells Fargo position peaked at $324K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.