Wells Fargo
EXFY icon

Wells Fargo’s Expensify EXFY Stock Holding History

Wells Fargo’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362 Sell
202
-23,280
-99% -$26.1K ﹤0.01% 6538
2026
Q1 		$20.4K Sell
23,482
-46,554
-66% -$55.2K ﹤0.01% 5761
2025
Q4 		$106K Buy
70,036
+26,238
+60% +$41.6K ﹤0.01% 5369
2025
Q3 		$81K Buy
43,798
+6,707
+18% +$13.6K ﹤0.01% 5407
2025
Q2 		$96.1K Buy
37,091
+34,902
+1,594% +$89.2K ﹤0.01% 5214
2025
Q1 		$6.66K Sell
2,189
-46
-2% -$160 ﹤0.01% 5977
2024
Q4 		$7.49K Buy
2,235
+6
+0.3% +$16 ﹤0.01% 5990
2024
Q3 		$4.37K Buy
2,229
+180
+9% +$374 ﹤0.01% 5943
2024
Q2 		$3.05K Sell
2,049
-16,518
-89% -$26K ﹤0.01% 5953
2024
Q1 		$34.2K Buy
18,567
+3,063
+20% +$5.81K ﹤0.01% 5401
2023
Q4 		$38.3K Buy
15,504
+3,100
+25% +$8.03K ﹤0.01% 5376
2023
Q3 		$40.3K Sell
12,404
-11,966
-49% -$64.6K ﹤0.01% 5295
2023
Q2 		$194K Buy
24,370
+23,659
+3,328% +$174K ﹤0.01% 4609
2023
Q1 		$5.79K Sell
711
-102
-13% -$908 ﹤0.01% 6014
2022
Q4 		$7.18K Sell
813
-522
-39% -$5.85K ﹤0.01% 5673
2022
Q3 		$20K Buy
1,335
+1,271
+1,986% +$23.7K ﹤0.01% 5392
2022
Q2 		$1K Buy
64
+6
+10% +$106 ﹤0.01% 6500
2022
Q1 		$1K Hold
58
– – ﹤0.01% 6786
2021
Q4 		$3K Buy
+58
New +$2.36K ﹤0.01% 6803

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Wells Fargo's EXFY Position: Q2 2026 in Review

Wells Fargo reduced its Expensify (EXFY) stake by 99% in Q2 2026, selling an estimated $26.1K and leaving 202 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #6538.

Wells Fargo first reported a position in EXFY in Q4 2021 and has held it in 19 quarters since. The position peaked at $194K in Q2 2023. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Wells Fargo held 202 shares of Expensify worth $362 as of Q2 2026.
  • Wells Fargo sold 23,280 Expensify shares in Q2 2026, an estimated $26.1K.
  • Expensify made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6538 holding.
  • Wells Fargo first reported a position in Expensify in Q4 2021 and has held it in 19 quarters since.
  • Wells Fargo's Expensify position peaked at $194K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.