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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
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% -$9.84K 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

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

Saxon Interests's WFC Position: Q1 2026 in Review

Saxon Interests increased its Wells Fargo (WFC) stake by 155% in Q1 2026, buying an estimated $598K and bringing the position to 11,469 shares worth $913K. The position accounts for 0.31% of the portfolio, ranked #76.

Saxon Interests first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Saxon Interests held 11,469 shares of Wells Fargo worth $913K as of Q1 2026.
  • Saxon Interests bought 6,963 Wells Fargo shares in Q1 2026, an estimated $598K.
  • Wells Fargo made up 0.31% of Saxon Interests's portfolio in Q1 2026, its #76 holding.
  • Saxon Interests first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.