Wells Fargo
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Wells Fargo’s CXApp CXAI Stock Holding History

Wells Fargo’s Portfolio CXAI Stock Details CXAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18 Hold
100
– – ﹤0.01% 6825
2025
Q4 		$33 Hold
100
– – ﹤0.01% 6617
2025
Q3 		$74 Hold
100
– – ﹤0.01% 6423
2025
Q2 		$107 Hold
100
– – ﹤0.01% 6472
2025
Q1 		$90 Sell
100
-900
-90% -$1.27K ﹤0.01% 6382
2024
Q4 		$1.82K Sell
1,000
-2,509
-72% -$4.02K ﹤0.01% 6199
2024
Q3 		$5.89K Buy
3,509
+9
+0.3% +$19 ﹤0.01% 5894
2024
Q2 		$7.07K Buy
3,500
+2,796
+397% +$9.2K ﹤0.01% 5814
2024
Q1 		$1.73K Buy
704
+133
+23% +$228 ﹤0.01% 6059
2023
Q4 		$737 Buy
571
+172
+43% +$245 ﹤0.01% 6301
2023
Q3 		$722 Sell
399
-416
-51% -$2.25K ﹤0.01% 6275
2023
Q2 		$8.9K Buy
815
+814
+81,400% +$7.44K ﹤0.01% 5937
2023
Q1 		$2 Buy
+1
New +$8 ﹤0.01% 7629

Other funds holding CXAI

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return