Athena Investment Management’s Wells Fargo WFC Stock Holding History

Athena Investment 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	$452K	Sell	5,469 -4,166	-43%	-$335K	0.27%	86
2026 Q1	$767K	Hold	9,635	–	–	0.4%	63
2025 Q4	$898K	Buy	9,635 +188	+2%	+$16.3K	0.46%	52
2025 Q3	$792K	Hold	9,447	–	–	0.41%	57
2025 Q2	$757K	Sell	9,447 -45	-0.5%	-$3.25K	0.42%	55
2025 Q1	$681K	Sell	9,492 -199	-2%	-$14.9K	0.41%	56
2024 Q4	$681K	Sell	9,691 -67	-0.7%	-$4.57K	0.39%	60
2024 Q3	$551K	Hold	9,758	–	–	0.31%	74
2024 Q2	$580K	Sell	9,758 -332	-3%	-$19.6K	0.35%	69
2024 Q1	$585K	Sell	10,090 -40	-0.4%	-$2.09K	0.35%	71
2023 Q4	$499K	Sell	10,130 -75	-0.7%	-$3.24K	0.32%	74
2023 Q3	$417K	Buy	10,205 +1	+0%	+$43	0.3%	80
2023 Q2	$436K	Sell	10,204 -63	-0.6%	-$2.54K	0.3%	77
2023 Q1	$384K	Hold	10,267	–	–	0.28%	89
2022 Q4	$424K	Sell	10,267 -120	-1%	-$5.31K	0.31%	76
2022 Q3	$418K	Buy	10,387 +150	+1%	+$6.44K	0.35%	71
2022 Q2	$401K	Buy	10,237 +6,055	+145%	+$266K	0.32%	76
2022 Q1	$200K	Buy	+4,182	New	+$224K	0.16%	118

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Athena Investment Management's WFC Position: Q2 2026 in Review

Athena Investment Management reduced its Wells Fargo (WFC) stake by 43% in Q2 2026, selling an estimated $335K and leaving 5,469 shares worth $452K. The position accounts for 0.27% of the portfolio, ranked #86.

Athena Investment Management first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $898K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Athena Investment Management held 5,469 shares of Wells Fargo worth $452K as of Q2 2026.
Athena Investment Management sold 4,166 Wells Fargo shares in Q2 2026, an estimated $335K.
Wells Fargo made up 0.27% of Athena Investment Management's portfolio in Q2 2026, its #86 holding.
Athena Investment Management first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Wells Fargo position peaked at $898K in Q4 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.