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Phoenix Financial’s Wells Fargo WFC Stock Holding History

Phoenix Financial’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 		$78.5M Sell
986,590
-48,822
-5% -$4.19M 0.74% 37
2025
Q4 		$96.5M Sell
1,035,412
-8,660
-0.8% -$752K 1.05% 26
2025
Q3 		$87.5M Sell
1,044,072
-268,031
-20% -$21.7M 1.07% 27
2025
Q2 		$105M Buy
1,312,103
+1,068,040
+438% +$77M 1.39% 23
2025
Q1 		$17.5M Sell
244,063
-53,150
-18% -$3.99M 0.27% 67
2024
Q4 		$20.9M Sell
297,213
-28,437
-9% -$1.94M 0.28% 66
2024
Q3 		$18.4M Buy
325,650
+111,211
+52% +$6.29M 0.27% 62
2024
Q2 		$12.7M Sell
214,439
-8,832
-4% -$521K 0.19% 72
2024
Q1 		$12.9M Buy
223,271
+87,887
+65% +$4.6M 0.18% 73
2023
Q4 		$7.15M Buy
135,384
+91,136
+206% +$3.93M 0.12% 88
2023
Q3 		$1.84M Sell
44,248
-82,991
-65% -$3.58M 0.03% 192
2023
Q2 		$5.44M Sell
127,239
-3,201,841
-96% -$129M 0.11% 91
2023
Q1 		$124M Sell
3,329,080
-594,160
-15% -$25.9M 2.78% 12
2022
Q4 		$162M Buy
3,923,240
+728,477
+23% +$32.2M 3.14% 6
2022
Q3 		$129M Buy
3,194,763
+1,201,880
+60% +$51.6M 2.85% 7
2022
Q2 		$78.1M Buy
1,992,883
+212,870
+12% +$9.34M 1.6% 16
2022
Q1 		$86.3M Buy
1,780,013
+202,497
+13% +$10.8M 1.45% 16
2021
Q4 		$75.7M Buy
1,577,516
+11,560
+0.7% +$569K 1.25% 21
2021
Q3 		$72.7M Buy
1,565,956
+104,320
+7% +$4.83M 1.26% 19
2021
Q2 		$66.2M Buy
+1,461,636
New +$65.3M 1.26% 18
2020
Q4 		– Sell
-90,733
Closed -$1.99M – 429
2020
Q3 		$1.99M Buy
90,733
+13,898
+18% +$342K 0.08% 154
2020
Q2 		$1.86M Buy
76,835
+24,878
+48% +$681K 0.08% 173
2020
Q1 		$1.45M Sell
51,957
-271,096
-84% -$11.5M 0.07% 177
2019
Q4 		$17.3M Hold
323,053
– – 0.72% 61
2019
Q3 		$15.5M Buy
+323,053
New +$15.2M 0.74% 60

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

Phoenix Financial's WFC Position: Q1 2026 in Review

Phoenix Financial reduced its Wells Fargo (WFC) stake by 4.7% in Q1 2026, selling an estimated $4.19M and leaving 986,590 shares worth $78.5M. The position accounts for 0.74% of the portfolio, ranked #37.

Phoenix Financial first reported a position in WFC in Q3 2019 and has held it in 25 quarters since. The position peaked at $162M in Q4 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Phoenix Financial held 986,590 shares of Wells Fargo worth $78.5M as of Q1 2026.
  • Phoenix Financial sold 48,822 Wells Fargo shares in Q1 2026, an estimated $4.19M.
  • Wells Fargo made up 0.74% of Phoenix Financial's portfolio in Q1 2026, its #37 holding.
  • Phoenix Financial first reported a position in Wells Fargo in Q3 2019 and has held it in 25 quarters since.
  • Phoenix Financial's Wells Fargo position peaked at $162M in Q4 2022.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.