Wells Fargo
DRCT

Wells Fargo’s Direct Digital Holdings DRCT Stock Holding History

Wells Fargo’s Portfolio DRCT Stock Details DRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 7253
2025
Q4 		– Hold
0
– – – 7175
2025
Q3 		– Hold
0
– – – 7154
2025
Q2 		– Hold
0
– – – 7201
2025
Q1 		– Hold
0
– – – 7091
2024
Q4 		– Hold
0
– – – 7094
2024
Q3 		– Hold
0
– – – 6827
2024
Q2 		– Hold
0
– – – 6790
2024
Q1 		– Hold
0
– – – 6367
2023
Q4 		– Hold
0
– – – 6469
2023
Q3 		– Hold
0
– – – 6891
2023
Q2 		– Hold
0
– – – 7006
2023
Q1 		– Hold
0
– – – 7002
2022
Q4 		– Hold
0
– – – 6991
2022
Q3 		– Hold
0
– – – 6782
2022
Q2 		– Hold
0
– – – 6926
2022
Q1 		– Hold
0
– – – 7194

Other funds holding DRCT

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return