SI
WFC icon

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
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% -$9.84K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Saxon Interests's WFC Position: Q2 2026 in Review

Saxon Interests reduced its Wells Fargo (WFC) stake by 2.1% in Q2 2026, selling an estimated $19.4K and leaving 11,228 shares worth $928K. The position accounts for 0.26% of the portfolio, ranked #81.

Saxon Interests first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Saxon Interests held 11,228 shares of Wells Fargo worth $928K as of Q2 2026.
  • Saxon Interests sold 241 Wells Fargo shares in Q2 2026, an estimated $19.4K.
  • Wells Fargo made up 0.26% of Saxon Interests's portfolio in Q2 2026, its #81 holding.
  • Saxon Interests first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.