Atomi Financial Group’s Wells Fargo WFC Stock Holding History

Atomi Financial Group’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	$3.13M	Sell	39,330 -5,957	-13%	-$512K	0.1%	166
2025 Q4	$4.22M	Buy	45,287 +3,701	+9%	+$321K	0.12%	132
2025 Q3	$3.49M	Buy	41,586 +4,189	+11%	+$340K	0.11%	135
2025 Q2	$3M	Buy	37,397 +2,895	+8%	+$209K	0.11%	135
2025 Q1	$2.48M	Buy	34,502 +3,526	+11%	+$265K	0.11%	143
2024 Q4	$2.18M	Buy	30,976 +5,121	+20%	+$350K	0.11%	135
2024 Q3	$1.46M	Sell	25,855 -2,516	-9%	-$142K	0.09%	174
2024 Q2	$1.68M	Buy	28,371 +9,995	+54%	+$590K	0.12%	136
2024 Q1	$1.07M	Buy	18,376 +4,518	+33%	+$236K	0.1%	176
2023 Q4	$682K	Buy	+13,858	New	+$598K	0.09%	195
2023 Q3	–	Sell	-4,799	Closed	-$205K	–	381
2023 Q2	$205K	Buy	+4,799	New	+$193K	0.09%	249

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

Atomi Financial Group's WFC Position: Q1 2026 in Review

Atomi Financial Group reduced its Wells Fargo (WFC) stake by 13% in Q1 2026, selling an estimated $512K and leaving 39,330 shares worth $3.13M. The position accounts for 0.1% of the portfolio, ranked #166.

Atomi Financial Group first reported a position in WFC in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.22M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Atomi Financial Group held 39,330 shares of Wells Fargo worth $3.13M as of Q1 2026.
Atomi Financial Group sold 5,957 Wells Fargo shares in Q1 2026, an estimated $512K.
Wells Fargo made up 0.1% of Atomi Financial Group's portfolio in Q1 2026, its #166 holding.
Atomi Financial Group first reported a position in Wells Fargo in Q2 2023 and has held it in 11 quarters since.
Atomi Financial Group's Wells Fargo position peaked at $4.22M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.