PF
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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
2024
Q1 		– Sell
-12,400
Closed -$610 – 475
2023
Q4 		$610 Buy
+12,400
New +$535K ﹤0.01% 344

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.