AXS Investments LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1801467 PORT CHESTER, NY

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$163,792

-$41,601 QoQ

Shares Held

1,982

-23.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,541

of 2,858 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AXS Investments LLC holds $1,211,654 across 4 Banks - Diversified names. WFC ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,847	$604,578
2	BAC	Bank Of America Corp /De/	4,837	$275,612
3	C	Citigroup Inc	1,198	$167,672
4	WFC	Wells Fargo & Company/Mn This page	1,982	$163,792

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$163,792	1,982	-23.2%	Shares	Sole	2026-08-10
2026-03-31	$205,393	2,580	-5.3%	Shares	Sole	2026-05-06
2025-12-31	$253,783	2,723	-9.1%	Shares	Sole	2026-05-13
2025-09-30	$251,124	2,996	+7.7%	Shares	Sole	2026-05-13
2025-06-30	$222,973	2,783	-23.5%	Shares	Sole	2025-08-11
2025-03-31	$261,100	3,637	-4.2%	Shares	Sole	2025-05-09
2024-12-31	$266,631	3,796	-10.6%	Shares	Sole	2025-02-10
2024-09-30	$239,913	4,247	-15.9%	Shares	Sole	2024-11-13
2024-06-30	$300,038	5,052	-20.3%	Shares	Sole	2024-08-13
2024-03-31	$367,524	6,341	+6.9%	Shares	Sole	2024-08-16
2023-12-31	$291,825	5,929	-10.6%	Shares	Sole	2024-02-09
2023-09-30	$271,065	6,634	-37.4%	Shares	Sole	2023-11-09
2023-06-30	$452,194	10,595	+8.5%	Shares	Sole	2023-08-10
2023-03-31	$364,940	9,763	-10.9%	Shares	Sole	2023-05-12
2022-12-31	$452,373	10,956	-19.6%	Shares	Sole	2023-02-13
2022-09-30	$548,037	13,626	-15.1%	Shares	Sole	2022-11-07
2022-06-30	$628,913	16,056	+27.4%	Shares	Sole	2022-08-11
2022-03-31	$610,547	12,599	+27.2%	Shares	Sole	2022-05-13
2021-12-31	$475,241	9,905	+9.1%	Shares	Sole	2022-02-09
2021-06-30	$411,052	9,076	+6.1%	Shares	Sole	2021-07-28
2021-03-31	$334,204	8,554	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.