Axis Wealth Partners’s Wells Fargo WFC Stock Holding History

Axis Wealth Partners’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	$503K	Sell	6,081 -586	-9%	-$47.1K	0.24%	106
2026 Q1	$531K	Buy	6,667 +154	+2%	+$13.2K	0.28%	92
2025 Q4	$607K	Sell	6,513 -126	-2%	-$10.9K	0.34%	80
2025 Q3	$556K	Buy	6,639 +84	+1%	+$6.81K	0.33%	89
2025 Q2	$525K	Buy	6,555 +78	+1%	+$5.62K	0.35%	83
2025 Q1	$465K	Buy	6,477 +10	+0.2%	+$751	0.34%	83
2024 Q4	$454K	Buy	+6,467	New	+$442K	0.38%	81

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

Axis Wealth Partners's WFC Position: Q2 2026 in Review

Axis Wealth Partners reduced its Wells Fargo (WFC) stake by 8.8% in Q2 2026, selling an estimated $47.1K and leaving 6,081 shares worth $503K. The position accounts for 0.24% of the portfolio, ranked #106.

Axis Wealth Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Axis Wealth Partners held 6,081 shares of Wells Fargo worth $503K as of Q2 2026.
Axis Wealth Partners sold 586 Wells Fargo shares in Q2 2026, an estimated $47.1K.
Wells Fargo made up 0.24% of Axis Wealth Partners's portfolio in Q2 2026, its #106 holding.
Axis Wealth Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's Wells Fargo position peaked at $607K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.