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Woodward Diversified Capital’s Wells Fargo WFC Stock Holding History

Woodward Diversified Capital’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 		$6.25M Sell
75,643
-22
-0% -$1.77K 2.76% 6
2026
Q1 		$6.16M Buy
75,665
+306
+0.4% +$26.3K 2.8% 6
2025
Q4 		$7.02M Buy
75,359
+472
+0.6% +$41K 3.22% 5
2025
Q3 		$6.28M Buy
74,887
+50
+0.1% +$4.05K 2.92% 7
2025
Q2 		$6M Sell
74,837
-6,217
-8% -$448K 3.03% 6
2025
Q1 		$5.82M Buy
81,054
+398
+0.5% +$29.9K 4.12% 4
2024
Q4 		$5.67M Sell
80,656
-225
-0.3% -$15.4K 4.16% 5
2024
Q3 		$4.57M Sell
80,881
-4,302
-5% -$243K 2.9% 5
2024
Q2 		$5.06M Hold
85,183
– – 2.97% 6
2024
Q1 		$4.94M Sell
85,183
-330
-0.4% -$17.3K 3.07% 6
2023
Q4 		$4.21M Hold
85,513
– – 2.64% 6
2023
Q3 		$3.49M Hold
85,513
– – 2.52% 5
2023
Q2 		$3.65M Hold
85,513
– – 2.75% 5
2023
Q1 		$3.2M Buy
85,513
+226
+0.3% +$9.85K 2.51% 6
2022
Q4 		$3.52M Hold
85,287
– – 2.83% 6
2022
Q3 		$3.43M Sell
85,287
-92
-0.1% -$3.95K 2.83% 6
2022
Q2 		$3.34M Sell
85,379
-1,189
-1% -$52.2K 2.56% 6
2022
Q1 		$4.2M Sell
86,568
-656
-0.8% -$35.1K 2.74% 6
2021
Q4 		$4.18M Sell
87,224
-822
-0.9% -$40.5K 2.46% 7
2021
Q3 		$4.09M Sell
88,046
-11
-0% -$509 2.56% 6
2021
Q2 		$3.99M Sell
88,057
-7,974
-8% -$356K 2.28% 7
2021
Q1 		$3.75M Sell
96,031
-1,003
-1% -$35.5K 2.21% 7
2020
Q4 		$2.93M Buy
+97,034
New +$2.51M 1.9% 10

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

Woodward Diversified Capital's WFC Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Wells Fargo (WFC) stake by 0.03% in Q2 2026, selling an estimated $1.77K and leaving 75,643 shares worth $6.25M. The position accounts for 2.76% of the portfolio, ranked #6.

Woodward Diversified Capital first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.02M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Woodward Diversified Capital held 75,643 shares of Wells Fargo worth $6.25M as of Q2 2026.
  • Woodward Diversified Capital sold 22 Wells Fargo shares in Q2 2026, an estimated $1.77K.
  • Wells Fargo made up 2.76% of Woodward Diversified Capital's portfolio in Q2 2026, its #6 holding.
  • Woodward Diversified Capital first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's Wells Fargo position peaked at $7.02M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.