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Hoxton Planning & Management’s Wells Fargo WFC Stock Holding History

Hoxton Planning & 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
Q2 		$267K Sell
3,227
-22
-0.7% -$1.77K 0.07% 190
2026
Q1 		$259K Sell
3,249
-60
-2% -$5.15K 0.08% 184
2025
Q4 		$308K Buy
3,309
+83
+3% +$7.21K 0.09% 153
2025
Q3 		$270K Sell
3,226
-12
-0.4% -$973 0.09% 167
2025
Q2 		$259K Buy
3,238
+9
+0.3% +$649 0.09% 171
2025
Q1 		$232K Buy
3,229
+214
+7% +$16.1K 0.09% 173
2024
Q4 		$212K Buy
+3,015
New +$206K 0.08% 194

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Hoxton Planning & Management's WFC Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Wells Fargo (WFC) stake by 0.68% in Q2 2026, selling an estimated $1.77K and leaving 3,227 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #190.

Hoxton Planning & Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q4 2025. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hoxton Planning & Management held 3,227 shares of Wells Fargo worth $267K as of Q2 2026.
  • Hoxton Planning & Management sold 22 Wells Fargo shares in Q2 2026, an estimated $1.77K.
  • Wells Fargo made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #190 holding.
  • Hoxton Planning & Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Hoxton Planning & Management's Wells Fargo position peaked at $308K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.