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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodward Diversified Capital's WFC Position: Q1 2026 in Review

Woodward Diversified Capital increased its Wells Fargo (WFC) stake by 0.41% in Q1 2026, buying an estimated $26.3K and bringing the position to 75,665 shares worth $6.16M. The position accounts for 2.8% of the portfolio, ranked #6.

Woodward Diversified Capital first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.02M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Woodward Diversified Capital held 75,665 shares of Wells Fargo worth $6.16M as of Q1 2026.
  • Woodward Diversified Capital bought 306 Wells Fargo shares in Q1 2026, an estimated $26.3K.
  • Wells Fargo made up 2.8% of Woodward Diversified Capital's portfolio in Q1 2026, its #6 holding.
  • Woodward Diversified Capital first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • Woodward Diversified Capital's Wells Fargo position peaked at $7.02M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.