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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
2025
Q1 		– Sell
-10,800
Closed -$20.7K – 1124
2024
Q4 		$20.7K Buy
+10,800
New +$737K ﹤0.01% 967

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
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.