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Saxon Interests’s Wells Fargo WFC Stock Holding History

Saxon Interests’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
Q3 		$461K Sell
5,762
-5,466
-49% -$473K 0.16% 131
2026
Q2 		$928K Sell
11,228
-241
-2% -$19.4K 0.26% 81
2026
Q1 		$913K Buy
11,469
+6,963
+155% +$598K 0.31% 76
2025
Q4 		$420K Buy
4,506
+321
+8% +$27.9K 0.15% 135
2025
Q3 		$344K Buy
4,185
+104
+3% +$8.43K 0.13% 142
2025
Q2 		$293K Hold
4,081
– – 0.14% 145
2025
Q1 		$293K Buy
4,081
+1
+0% +$75 0.14% 145
2024
Q4 		$287K Sell
4,080
-338
-8% -$23.1K 0.13% 145
2024
Q3 		$250K Sell
4,418
-174
-4% -$9.8K 0.11% 149
2024
Q2 		$273K Sell
4,592
-333
-7% -$19.7K 0.13% 141
2024
Q1 		$285K Buy
4,925
+87
+2% +$4.55K 0.14% 139
2023
Q4 		$238K Buy
+4,838
New +$209K 0.12% 159

Other funds holding WFC

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Saxon Interests's WFC Position: Q3 2026 in Review

Saxon Interests reduced its Wells Fargo (WFC) stake by 49% in Q3 2026, selling an estimated $473K and leaving 5,762 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #131.

Saxon Interests first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $928K in Q2 2026. 998 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Saxon Interests held 5,762 shares of Wells Fargo worth $461K as of Q3 2026.
  • Saxon Interests sold 5,466 Wells Fargo shares in Q3 2026, an estimated $473K.
  • Wells Fargo made up 0.16% of Saxon Interests's portfolio in Q3 2026, its #131 holding.
  • Saxon Interests first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • Saxon Interests's Wells Fargo position peaked at $928K in Q2 2026.
  • 998 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.