HZ
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Hixon Zuercher’s Wells Fargo WFC Stock Holding History

Hixon Zuercher’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 		$2.23M Sell
27,003
-30,051
-53% -$2.42M 0.65% 52
2026
Q1 		$4.54M Sell
57,054
-178
-0.3% -$15.3K 1.41% 28
2025
Q4 		$5.33M Buy
+57,232
New +$4.97M 1.62% 22

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hixon Zuercher's WFC Position: Q2 2026 in Review

Hixon Zuercher reduced its Wells Fargo (WFC) stake by 53% in Q2 2026, selling an estimated $2.42M and leaving 27,003 shares worth $2.23M. The position accounts for 0.65% of the portfolio, ranked #52.

Hixon Zuercher first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.33M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hixon Zuercher held 27,003 shares of Wells Fargo worth $2.23M as of Q2 2026.
  • Hixon Zuercher sold 30,051 Wells Fargo shares in Q2 2026, an estimated $2.42M.
  • Wells Fargo made up 0.65% of Hixon Zuercher's portfolio in Q2 2026, its #52 holding.
  • Hixon Zuercher first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Hixon Zuercher's Wells Fargo position peaked at $5.33M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.