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Apexium Financial’s Wells Fargo WFC Stock Holding History

Apexium Financial’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
2025
Q3 		$389K Buy
4,642
+14
+0.3% +$1.14K 0.02% 218
2025
Q2 		$371K Buy
4,628
+668
+17% +$48.2K 0.02% 212
2025
Q1 		$284K Sell
3,960
-8,976
-69% -$674K 0.02% 228
2024
Q4 		$909K Sell
12,936
-36,724
-74% -$2.51M 0.06% 116
2024
Q3 		$2.81M Buy
49,660
+36,869
+288% +$2.09M 0.19% 51
2024
Q2 		$760K Sell
12,791
-36,427
-74% -$2.15M 0.05% 109
2024
Q1 		$2.85M Sell
49,218
-49,307
-50% -$2.58M 0.22% 47
2023
Q4 		$4.85M Buy
98,525
+2
+0% +$86 0.35% 40
2023
Q3 		$4.03M Buy
98,523
+2,980
+3% +$129K 0.4% 36
2023
Q2 		$4.08M Buy
95,543
+1
+0% +$40 0.36% 35
2023
Q1 		$3.57M Buy
95,542
+2
+0% +$87 0.35% 38
2022
Q4 		$3.94M Buy
95,540
+1
+0% +$44 0.41% 32
2022
Q3 		$3.84M Buy
+95,539
New +$4.1M 0.48% 29

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Apexium Financial's WFC Position: Q3 2025 in Review

Apexium Financial increased its Wells Fargo (WFC) stake by 0.3% in Q3 2025, buying an estimated $1.14K and bringing the position to 4,642 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #218.

Apexium Financial first reported a position in WFC in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.85M in Q4 2023. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Apexium Financial held 4,642 shares of Wells Fargo worth $389K as of Q3 2025.
  • Apexium Financial bought 14 Wells Fargo shares in Q3 2025, an estimated $1.14K.
  • Wells Fargo made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #218 holding.
  • Apexium Financial first reported a position in Wells Fargo in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Wells Fargo position peaked at $4.85M in Q4 2023.
  • 2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.