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Axxcess Wealth Management’s Wells Fargo WFC Stock Holding History

Axxcess Wealth Management’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 		$4.98M Sell
62,524
-14,380
-19% -$1.24M 0.16% 117
2025
Q4 		$7.17M Buy
76,904
+4,804
+7% +$417K 0.12% 163
2025
Q3 		$6.04M Buy
72,100
+3,251
+5% +$264K 0.13% 138
2025
Q2 		$5.52M Buy
68,849
+18,124
+36% +$1.31M 0.13% 141
2025
Q1 		$3.64M Sell
50,725
-23,852
-32% -$1.79M 0.1% 173
2024
Q4 		$5.24M Sell
74,577
-5,456
-7% -$373K 0.13% 136
2024
Q3 		$4.52M Buy
80,033
+14,728
+23% +$833K 0.11% 151
2024
Q2 		$3.88M Sell
65,305
-7,262
-10% -$429K 0.1% 159
2024
Q1 		$4.21M Buy
72,567
+7,114
+11% +$372K 0.12% 150
2023
Q4 		$3.22M Buy
65,453
+12,026
+23% +$519K 0.09% 176
2023
Q3 		$2.18M Buy
53,427
+41,182
+336% +$1.78M 0.07% 194
2023
Q2 		$523K Sell
12,245
-3,112
-20% -$125K 0.04% 344
2023
Q1 		$574K Buy
15,357
+728
+5% +$31.7K 0.04% 347
2022
Q4 		$604K Buy
14,629
+6,983
+91% +$309K 0.05% 320
2022
Q3 		$308K Buy
7,646
+122
+2% +$5.24K 0.03% 397
2022
Q2 		$295K Sell
7,524
-5,872
-44% -$258K 0.03% 400
2022
Q1 		$649K Buy
13,396
+5,813
+77% +$311K 0.05% 304
2021
Q4 		$364K Buy
+7,583
New +$373K 0.03% 428

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

Axxcess Wealth Management's WFC Position: Q1 2026 in Review

Axxcess Wealth Management reduced its Wells Fargo (WFC) stake by 19% in Q1 2026, selling an estimated $1.24M and leaving 62,524 shares worth $4.98M. The position accounts for 0.16% of the portfolio, ranked #117.

Axxcess Wealth Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.17M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Axxcess Wealth Management held 62,524 shares of Wells Fargo worth $4.98M as of Q1 2026.
  • Axxcess Wealth Management sold 14,380 Wells Fargo shares in Q1 2026, an estimated $1.24M.
  • Wells Fargo made up 0.16% of Axxcess Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Axxcess Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Wells Fargo position peaked at $7.17M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.