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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Athena Investment Management's WFC Position: Q1 2026 in Review

Athena Investment Management held its Wells Fargo (WFC) position steady in Q1 2026 at 9,635 shares worth $767K. The position accounts for 0.4% of the portfolio, ranked #63.

Athena Investment Management first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $898K in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Athena Investment Management held 9,635 shares of Wells Fargo worth $767K as of Q1 2026.
Athena Investment Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.4% of Athena Investment Management's portfolio in Q1 2026, its #63 holding.
Athena Investment Management first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Wells Fargo position peaked at $898K in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.