Wells Fargo
UDN icon

Wells Fargo’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Wells Fargo’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27K Buy
+1,500
New +$27.4K ﹤0.01% 5672
2021
Q1 		– Sell
-1
Closed – – 7394
2020
Q4 		$0 Hold
1
– – ﹤0.01% 7041
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6925
2020
Q2 		$0 Sell
1
-330
-100% -$6.59K ﹤0.01% 6847
2020
Q1 		$7K Sell
331
-66,265
-100% -$1.33M ﹤0.01% 5820
2019
Q4 		$1.37M Sell
66,596
-114,953
-63% -$2.35M ﹤0.01% 3636
2019
Q3 		$3.67M Buy
181,549
+22,218
+14% +$456K ﹤0.01% 2815
2019
Q2 		$3.34M Buy
159,331
+101,036
+173% +$2.09M ﹤0.01% 2914
2019
Q1 		$1.21M Buy
58,295
+50,238
+624% +$1.05M ﹤0.01% 3739
2018
Q4 		$169K Buy
8,057
+6,230
+341% +$132K ﹤0.01% 5025
2018
Q3 		$39K Hold
1,827
– – ﹤0.01% 5670
2018
Q2 		$39K Hold
1,827
– – ﹤0.01% 5663
2018
Q1 		$42K Sell
1,827
-109
-6% -$2.49K ﹤0.01% 5621
2017
Q4 		$43K Buy
1,936
+109
+6% +$2.41K ﹤0.01% 5603
2017
Q3 		$41K Sell
1,827
-1,735
-49% -$38.6K ﹤0.01% 5533
2017
Q2 		$78K Sell
3,562
-27,399
-88% -$582K ﹤0.01% 5268
2017
Q1 		$644K Buy
30,961
+25,888
+510% +$537K ﹤0.01% 4076
2016
Q4 		$104K Buy
5,073
+2,296
+83% +$48.4K ﹤0.01% 5132
2016
Q3 		$61K Buy
2,777
+1,761
+173% +$38.8K ﹤0.01% 5199
2016
Q2 		$22K Hold
1,016
– – ﹤0.01% 5468
2016
Q1 		$23K Buy
1,016
+459
+82% +$9.96K ﹤0.01% 5470
2015
Q4 		$12K Sell
557
-365
-40% -$7.9K ﹤0.01% 5703
2015
Q3 		$20K Sell
922
-2,037
-69% -$44.7K ﹤0.01% 5540
2015
Q2 		$66K Buy
2,959
+246
+9% +$5.42K ﹤0.01% 5234
2015
Q1 		$59K Sell
2,713
-2,604
-49% -$58.4K ﹤0.01% 4951
2014
Q4 		$126K Sell
5,317
-500
-9% -$12.3K ﹤0.01% 4653
2014
Q3 		$146K Sell
5,817
-4,550
-44% -$120K ﹤0.01% 4494
2014
Q2 		$282K Sell
10,367
-8,951
-46% -$242K ﹤0.01% 4211
2014
Q1 		$523K Buy
19,318
+7,381
+62% +$199K ﹤0.01% 3848
2013
Q4 		$323K Buy
11,937
+2,609
+28% +$70.5K ﹤0.01% 4017
2013
Q3 		$253K Buy
9,328
+1,050
+13% +$27.8K ﹤0.01% 4085
2013
Q2 		$215K Buy
+8,278
New +$217K ﹤0.01% 4098

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo's UDN Position: Q1 2026 in Review

Wells Fargo opened a new position in Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2026: 1,500 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #5672 among its holdings. This is a return to the name: Wells Fargo previously reported a position in UDN as recently as Q4 2020.

Wells Fargo first reported a position in UDN in Q2 2013 and has held it in 32 quarters since. The position peaked at $3.67M in Q3 2019. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Wells Fargo held 1,500 shares of Invesco DB US Dollar Index Bearish Fund worth $27K as of Q1 2026.
  • Invesco DB US Dollar Index Bearish Fund was a new Wells Fargo position in Q1 2026.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5672 holding.
  • Wells Fargo first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2013 and has held it in 32 quarters since.
  • Wells Fargo's Invesco DB US Dollar Index Bearish Fund position peaked at $3.67M in Q3 2019.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.