Phoenix Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Phoenix Financial's WFC Position: Q2 2026 in Review
Phoenix Financial increased its Wells Fargo (WFC) stake by 33% in Q2 2026, buying an estimated $26.1M and bringing the position to 1,311,131 shares worth $108M. The position accounts for 0.74% of the portfolio, ranked #39.
Phoenix Financial first reported a position in WFC in Q3 2019 and has held it in 26 quarters since. The position peaked at $162M in Q4 2022. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Phoenix Financial held 1,311,131 shares of Wells Fargo worth $108M as of Q2 2026.
- Phoenix Financial bought 324,541 Wells Fargo shares in Q2 2026, an estimated $26.1M.
- Wells Fargo made up 0.74% of Phoenix Financial's portfolio in Q2 2026, its #39 holding.
- Phoenix Financial first reported a position in Wells Fargo in Q3 2019 and has held it in 26 quarters since.
- Phoenix Financial's Wells Fargo position peaked at $162M in Q4 2022.
- 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.