AXS Investments’s Wells Fargo WFC Stock Holding History

AXS Investments’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	$205K	Sell	2,580 -143	-5%	-$12.3K	0.08%	118
2025 Q4	$254K	Sell	2,723 -273	-9%	-$23.7K	0.09%	124
2025 Q3	$251K	Buy	2,996 +213	+8%	+$17.3K	0.08%	119
2025 Q2	$223K	Sell	2,783 -854	-23%	-$61.6K	0.09%	144
2025 Q1	$261K	Sell	3,637 -159	-4%	-$11.9K	0.07%	198
2024 Q4	$267K	Sell	3,796 -451	-11%	-$30.8K	0.07%	209
2024 Q3	$240K	Sell	4,247 -805	-16%	-$45.5K	0.06%	217
2024 Q2	$300K	Sell	5,052 -1,289	-20%	-$76.1K	0.08%	212
2024 Q1	$368K	Buy	6,341 +412	+7%	+$21.6K	0.09%	237
2023 Q4	$292K	Sell	5,929 -705	-11%	-$30.4K	0.07%	261
2023 Q3	$271K	Sell	6,634 -3,961	-37%	-$171K	0.07%	240
2023 Q2	$452K	Buy	10,595 +832	+9%	+$33.5K	0.12%	222
2023 Q1	$365K	Sell	9,763 -1,193	-11%	-$52K	0.12%	193
2022 Q4	$452K	Sell	10,956 -2,670	-20%	-$118K	0.16%	166
2022 Q3	$548K	Sell	13,626 -2,430	-15%	-$104K	0.21%	160
2022 Q2	$629K	Buy	16,056 +3,457	+27%	+$152K	0.22%	157
2022 Q1	$611K	Buy	12,599 +2,694	+27%	+$144K	0.24%	77
2021 Q4	$475K	Buy	+9,905	New	+$488K	0.11%	114
2021 Q3	–	Sell	-9,076	Closed	-$411K	–	219
2021 Q2	$411K	Buy	9,076 +522	+6%	+$23.3K	0.13%	127
2021 Q1	$334K	Buy	+8,554	New	+$303K	0.12%	134

Other funds holding WFC

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

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 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

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