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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
Q2 		$164K Sell
1,982
-598
-23% -$48.1K 0.05% 122
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AXS Investments's WFC Position: Q2 2026 in Review

AXS Investments reduced its Wells Fargo (WFC) stake by 23% in Q2 2026, selling an estimated $48.1K and leaving 1,982 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #122.

AXS Investments first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $629K in Q2 2022. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • AXS Investments held 1,982 shares of Wells Fargo worth $164K as of Q2 2026.
  • AXS Investments sold 598 Wells Fargo shares in Q2 2026, an estimated $48.1K.
  • Wells Fargo made up 0.05% of AXS Investments's portfolio in Q2 2026, its #122 holding.
  • AXS Investments first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Wells Fargo position peaked at $629K in Q2 2022.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.