WFC WELLS FARGO CO NEW

Ownership history in DCM Advisors, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which DCM Advisors, LLC reported a position in WELLS FARGO CO NEW (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.53% (2025 Q4)
Avg. % of fund
2.84%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 117,203 -345 -0.3% 4.53% $10.9M $92.74
2025 Q3 REDUCED 117,548 -5,074 -4.1% 4.15% $9.9M $82.97
2025 Q2 ADDED 122,622 +11,338 +10.2% 4.21% $9.8M $78.85
2025 Q1 REDUCED 111,284 -5,677 -4.9% 4.23% $7.9M $70.26
2024 Q4 ADDED 116,961 +5,677 +5.1% 3.85% $8.2M $68.41
2024 Q3 UNCHANGED 111,284 0% 3.17% $6.3M $54.70
2024 Q2 REDUCED 111,284 -15,282 -12.1% 3.49% $6.6M $57.08
2024 Q1 REDUCED 126,566 -9,234 -6.8% 3.02% $7.3M $55.38
2023 Q4 UNCHANGED 135,800 0% 2.40% $6.7M $46.70
2023 Q3 REDUCED 135,800 -2,907 -2.1% 2.51% $5.5M $38.43
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WFC price (monthly, adj. close)
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