Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$712,850
+$26,136 QoQ
Shares Held
8,626
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,571
of 2,859 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Axiom Investment Management LLC holds $5,457,519 across 5 Banks - Diversified names. WFC ranks #4 (13.1% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,850 | 8,626 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $686,714 | 8,626 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $108,263 | 2,692 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $88,256 | 2,259 | Shares | Sole | 2021-05-20 | |
| 2020-03-31 | $449,490 | 15,662 | Shares | Sole | 2021-03-16 | |
| No filing history on record for this holder in this stock. | ||||||