Oxford Asset Management’s Wells Fargo WFC Stock Holding History

Oxford Asset 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	$573K	Buy	+7,202	New	+$619K	0.25%	118
2025 Q3	–	Sell	-5,721	Closed	-$458K	–	760
2025 Q2	$458K	Buy	+5,721	New	+$412K	0.15%	222
2025 Q1	–	Sell	-7,131	Closed	-$501K	–	727
2024 Q4	$501K	Buy	+7,131	New	+$487K	0.22%	156
2020 Q1	–	Sell	-22,138	Closed	-$1.19M	–	1311
2019 Q4	$1.19M	Sell	22,138 -17,423	-44%	-$913K	0.03%	759
2019 Q3	$2M	Sell	39,561 -122,579	-76%	-$5.77M	0.05%	544
2019 Q2	$7.67M	Buy	+162,140	New	+$7.58M	0.17%	142
2018 Q4	–	Sell	-35,827	Closed	-$1.89M	–	2139
2018 Q3	$1.89M	Buy	+35,827	New	+$2.05M	0.04%	694

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxford Asset Management's WFC Position: Q1 2026 in Review

Oxford Asset Management opened a new position in Wells Fargo (WFC) in Q1 2026: 7,202 shares worth $573K. The stake represents 0.25% of the portfolio and ranks #118 among its holdings. This is a return to the name: Oxford Asset Management previously reported a position in WFC as recently as Q2 2025.

Oxford Asset Management first reported a position in WFC in Q3 2018 and has held it in 7 quarters since. The position peaked at $7.67M in Q2 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Oxford Asset Management held 7,202 shares of Wells Fargo worth $573K as of Q1 2026.
Wells Fargo was a new Oxford Asset Management position in Q1 2026.
Wells Fargo made up 0.25% of Oxford Asset Management's portfolio in Q1 2026, its #118 holding.
Oxford Asset Management first reported a position in Wells Fargo in Q3 2018 and has held it in 7 quarters since.
Oxford Asset Management's Wells Fargo position peaked at $7.67M in Q2 2019.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.