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Oxford Financial Group’s Wells Fargo WFC Stock Holding History

Oxford Financial Group’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 		$594K Buy
7,467
+799
+12% +$68.6K 0.03% 145
2025
Q4 		$621K Sell
6,668
-1,035
-13% -$89.9K 0.03% 129
2025
Q3 		$646K Buy
7,703
+984
+15% +$79.8K 0.04% 119
2025
Q2 		$538K Sell
6,719
-674
-9% -$48.6K 0.03% 125
2025
Q1 		$531K Buy
7,393
+934
+14% +$70.1K 0.04% 126
2024
Q4 		$454K Sell
6,459
-329
-5% -$22.5K 0.03% 159
2024
Q3 		$383K Sell
6,788
-222
-3% -$12.6K 0.02% 172
2024
Q2 		$416K Buy
7,010
+1,895
+37% +$112K 0.03% 175
2024
Q1 		$296K Buy
5,115
+354
+7% +$18.5K 0.02% 182
2023
Q4 		$234K Sell
4,761
-2,139
-31% -$92.3K 0.02% 212
2023
Q3 		$282K Sell
6,900
-7,036
-50% -$304K 0.02% 177
2023
Q2 		$595K Buy
13,936
+2,781
+25% +$112K 0.06% 122
2023
Q1 		$417K Sell
11,155
-599
-5% -$26.1K 0.05% 124
2022
Q4 		$485K Buy
11,754
+1,992
+20% +$88.2K 0.06% 115
2022
Q3 		$393K Sell
9,762
-908
-9% -$39K 0.06% 120
2022
Q2 		$418K Sell
10,670
-100
-0.9% -$4.39K 0.06% 121
2022
Q1 		$522K Buy
10,770
+12
+0.1% +$642 0.07% 111
2021
Q4 		$516K Buy
10,758
+39
+0.4% +$1.92K 0.06% 120
2021
Q3 		$497K Buy
10,719
+37
+0.3% +$1.71K 0.06% 112
2021
Q2 		$484K Buy
10,682
+11
+0.1% +$491 0.06% 113
2021
Q1 		$417K Buy
10,671
+7
+0.1% +$248 0.06% 120
2020
Q4 		$322K Buy
10,664
+282
+3% +$7.3K 0.05% 142
2020
Q3 		$244K Sell
10,382
-1,305
-11% -$32.2K 0.04% 146
2020
Q2 		$299K Sell
11,687
-1,953
-14% -$53.4K 0.05% 126
2020
Q1 		$391K Buy
+13,640
New +$580K 0.08% 99

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

Oxford Financial Group's WFC Position: Q1 2026 in Review

Oxford Financial Group increased its Wells Fargo (WFC) stake by 12% in Q1 2026, buying an estimated $68.6K and bringing the position to 7,467 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #145.

Oxford Financial Group first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $646K in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Oxford Financial Group held 7,467 shares of Wells Fargo worth $594K as of Q1 2026.
  • Oxford Financial Group bought 799 Wells Fargo shares in Q1 2026, an estimated $68.6K.
  • Wells Fargo made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #145 holding.
  • Oxford Financial Group first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Wells Fargo position peaked at $646K in Q3 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.