SFA
WFC icon

Semmax Financial Advisors’s Wells Fargo WFC Stock Holding History

Semmax Financial Advisors’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
2025
Q2 		$6.4M Sell
81,727
-2,415
-3% -$174K 1.65% 14
2025
Q1 		$6.1M Buy
84,142
+2,583
+3% +$194K 1.65% 16
2024
Q4 		$6.46M Sell
81,559
-11,560
-12% -$789K 1.72% 14
2024
Q3 		$6.8M Buy
93,119
+10,459
+13% +$592K 1.87% 10
2024
Q2 		$4.4M Buy
82,660
+4,416
+6% +$261K 1.32% 21
2024
Q1 		$4.82M Sell
78,244
-14,102
-15% -$738K 1.59% 16
2023
Q4 		$4.49M Sell
92,346
-7,366
-7% -$318K 1.63% 15
2023
Q3 		$4.1M Buy
+99,712
New +$4.31M 1.64% 21
2022
Q4 		$4.92M Buy
111,430
+4,392
+4% +$194K 1.96% 20
2022
Q3 		$5.07M Sell
107,038
-1,708
-2% -$73.4K 2.15% 12
2022
Q2 		$4.85M Buy
108,746
+10,734
+11% +$471K 1.98% 18
2022
Q1 		$4.75M Buy
98,012
+5,540
+6% +$297K 1.87% 12
2021
Q4 		$4.44M Sell
92,472
-10,823
-10% -$533K 1.64% 16
2021
Q3 		$4.79M Sell
103,295
-6,590
-6% -$305K 1.66% 15
2021
Q2 		$4.98M Buy
109,885
+5,228
+5% +$233K 1.59% 16
2021
Q1 		$4.09M Sell
104,657
-4,073
-4% -$144K 1.46% 19
2020
Q4 		$3.28M Buy
108,730
+890
+0.8% +$23K 1.36% 19
2020
Q3 		$2.54M Buy
107,840
+4,105
+4% +$101K 1.21% 27
2020
Q2 		$2.66M Buy
103,735
+5,223
+5% +$143K 1.39% 22
2020
Q1 		$2.83M Buy
98,512
+17,761
+22% +$755K 1.79% 14
2019
Q4 		$4.34M Buy
80,751
+4,820
+6% +$252K 2.39% 9
2019
Q3 		$3.83M Buy
75,931
+10,984
+17% +$517K 2.29% 10
2019
Q2 		$3.07M Buy
64,947
+38,951
+150% +$1.82M 1.98% 11
2019
Q1 		$1.26M Buy
25,996
+14,343
+123% +$705K 0.87% 25
2018
Q4 		$537K Buy
+11,653
New +$597K 0.42% 61

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Semmax Financial Advisors's WFC Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Wells Fargo (WFC) stake by 2.9% in Q2 2025, selling an estimated $174K and leaving 81,727 shares worth $6.4M. The position accounts for 1.65% of the portfolio, ranked #14.

Semmax Financial Advisors first reported a position in WFC in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.8M in Q3 2024. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Semmax Financial Advisors held 81,727 shares of Wells Fargo worth $6.4M as of Q2 2025.
  • Semmax Financial Advisors sold 2,415 Wells Fargo shares in Q2 2025, an estimated $174K.
  • Wells Fargo made up 1.65% of Semmax Financial Advisors's portfolio in Q2 2025, its #14 holding.
  • Semmax Financial Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Wells Fargo position peaked at $6.8M in Q3 2024.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.