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Apollon Wealth Management’s Wells Fargo WFC Stock Holding History

Apollon Wealth Management’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 		$6.41M Buy
77,561
+1,715
+2% +$138K 0.08% 209
2026
Q1 		$6.04M Sell
75,846
-619
-0.8% -$53.2K 0.1% 185
2025
Q4 		$7.13M Buy
76,465
+1,331
+2% +$116K 0.12% 156
2025
Q3 		$6.3M Sell
75,134
-3,518
-4% -$285K 0.11% 168
2025
Q2 		$6.3M Sell
78,652
-1,785
-2% -$129K 0.12% 149
2025
Q1 		$5.77M Buy
80,437
+2,069
+3% +$155K 0.13% 152
2024
Q4 		$5.5M Buy
78,368
+4,865
+7% +$332K 0.13% 141
2024
Q3 		$4.15M Sell
73,503
-2,642
-3% -$149K 0.12% 149
2024
Q2 		$4.52M Buy
76,145
+4,655
+7% +$275K 0.14% 134
2024
Q1 		$4.14M Buy
71,490
+1,588
+2% +$83.1K 0.13% 140
2023
Q4 		$3.44M Buy
69,902
+21,113
+43% +$911K 0.12% 161
2023
Q3 		$1.99M Sell
48,789
-5,436
-10% -$235K 0.1% 192
2023
Q2 		$2.31M Buy
54,225
+8,420
+18% +$339K 0.11% 190
2023
Q1 		$1.71M Buy
45,805
+4,024
+10% +$175K 0.11% 204
2022
Q4 		$1.73M Sell
41,781
-1,124
-3% -$49.8K 0.12% 177
2022
Q3 		$1.73M Buy
42,905
+2,109
+5% +$90.6K 0.14% 155
2022
Q2 		$1.6M Sell
40,796
-8,765
-18% -$385K 0.13% 169
2022
Q1 		$2.4M Sell
49,561
-6,502
-12% -$348K 0.17% 130
2021
Q4 		$2.69M Buy
56,063
+40,498
+260% +$1.99M 0.2% 118
2021
Q3 		$722K Buy
15,565
+568
+4% +$26.3K 0.1% 194
2021
Q2 		$679K Sell
14,997
-286
-2% -$12.8K 0.12% 171
2021
Q1 		$597K Sell
15,283
-19,150
-56% -$678K 0.12% 177
2020
Q4 		$1.04M Buy
34,433
+25,041
+267% +$648K 0.28% 76
2020
Q3 		$221K Buy
9,392
+730
+8% +$18K 0.1% 142
2020
Q2 		$222K Buy
+8,662
New +$237K 0.12% 93

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Apollon Wealth Management's WFC Position: Q2 2026 in Review

Apollon Wealth Management increased its Wells Fargo (WFC) stake by 2.3% in Q2 2026, buying an estimated $138K and bringing the position to 77,561 shares worth $6.41M. The position accounts for 0.08% of the portfolio, ranked #209.

Apollon Wealth Management first reported a position in WFC in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.13M in Q4 2025. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Apollon Wealth Management held 77,561 shares of Wells Fargo worth $6.41M as of Q2 2026.
  • Apollon Wealth Management bought 1,715 Wells Fargo shares in Q2 2026, an estimated $138K.
  • Wells Fargo made up 0.08% of Apollon Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Apollon Wealth Management first reported a position in Wells Fargo in Q2 2020 and has held it in 25 quarters since.
  • Apollon Wealth Management's Wells Fargo position peaked at $7.13M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.