Hoxton Planning & Management
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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
Q3 		$263K Buy
3,288
+61
+2% +$5.28K 0.07% 186
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Hoxton Planning & Management's WFC Position: Q3 2026 in Review

Hoxton Planning & Management increased its Wells Fargo (WFC) stake by 1.9% in Q3 2026, buying an estimated $5.28K and bringing the position to 3,288 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #186.

Hoxton Planning & Management first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $308K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Hoxton Planning & Management held 3,288 shares of Wells Fargo worth $263K as of Q3 2026.
  • Hoxton Planning & Management bought 61 Wells Fargo shares in Q3 2026, an estimated $5.28K.
  • Wells Fargo made up 0.07% of Hoxton Planning & Management's portfolio in Q3 2026, its #186 holding.
  • Hoxton Planning & Management first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • Hoxton Planning & Management's Wells Fargo position peaked at $308K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.