Axiom Financial Strategies’s Wells Fargo WFC Stock Holding History

Axiom Financial Strategies’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	$256K	Buy	3,217 +431	+15%	+$37K	0.09%	28
2025 Q4	$260K	Hold	2,786	–	–	0.11%	47
2025 Q3	$234K	Buy	2,786 +95	+4%	+$7.7K	0.1%	46
2025 Q2	$216K	Buy	+2,691	New	+$194K	0.12%	37
2022 Q4	–	Sell	-8,023	Closed	-$323K	–	70
2022 Q3	$323K	Sell	8,023 -971	-11%	-$41.7K	0.17%	48
2022 Q2	$352K	Sell	8,994 -1,752	-16%	-$76.9K	0.19%	51
2022 Q1	$465K	Sell	10,746 -1,640	-13%	-$87.8K	0.23%	42
2021 Q4	$594K	Buy	12,386 +2	+0%	+$98	0.27%	40
2021 Q3	$575K	Sell	12,384 -412	-3%	-$19.1K	0.27%	41
2021 Q2	$580K	Buy	12,796 +1	+0%	+$45	0.27%	39
2021 Q1	$500K	Buy	12,795 +1,813	+17%	+$64.2K	0.25%	42
2020 Q4	$258K	Hold	10,982	–	–	0.16%	53
2020 Q3	$258K	Buy	10,982 +2,149	+24%	+$53K	0.16%	53
2020 Q2	$226K	Buy	8,833 +1,730	+24%	+$47.3K	0.15%	56
2020 Q1	$204K	Buy	+7,103	New	+$302K	0.16%	59

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

Axiom Financial Strategies's WFC Position: Q1 2026 in Review

Axiom Financial Strategies increased its Wells Fargo (WFC) stake by 15% in Q1 2026, buying an estimated $37K and bringing the position to 3,217 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #28.

Axiom Financial Strategies first reported a position in WFC in Q1 2020 and has held it in 15 quarters since. The position peaked at $594K in Q4 2021. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Axiom Financial Strategies held 3,217 shares of Wells Fargo worth $256K as of Q1 2026.
Axiom Financial Strategies bought 431 Wells Fargo shares in Q1 2026, an estimated $37K.
Wells Fargo made up 0.09% of Axiom Financial Strategies's portfolio in Q1 2026, its #28 holding.
Axiom Financial Strategies first reported a position in Wells Fargo in Q1 2020 and has held it in 15 quarters since.
Axiom Financial Strategies's Wells Fargo position peaked at $594K in Q4 2021.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.