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WFCWFC
27 quarters

Position history for PFPhoenix Financial Ltd.'s holdings in WELLS FARGO & CO

Phoenix Financial Ltd. holds 1.3M shares of WFC (WELLS FARGO & CO), worth $108.3M as of 2026-Q2. The position was increased (+32.9% shares). WFC represents 0.7% of Phoenix Financial Ltd.'s portfolio.

Current Value

$108.3M

Current Shares

1.3M

Total Value Change

+$92.8M

Total Shares Change

+988,078

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+32.9%
$108.3M0.7%$82.17
54
2026-Q1
Decreased
986,590
-4.7%
$78.5M0.7%$78.71
0
2025-Q4
Decreased
1M
-50.4%
$96.5M1.0%$91.69
0
2025-Q3
Increased
2.1M
+59.1%
$175M1.1%$82.03
69
2025-Q2
Increased
1.3M
+437.6%
$105.1M1.4%$77.95
76
2025-Q1
Decreased
244,063
-17.9%
$17.5M0.3%$69.47
0
2024-Q4
Decreased
297,213
-8.7%
$20.9M0.3%$67.63
0
2024-Q3
Increased
325,650
+51.9%
$18.4M0.3%$54.08
47
2024-Q2
Decreased
214,439
-4.0%
$12.7M0.2%$56.43
0
2024-Q1
Increased
223,271
+64.9%
$12.9M0.2%$54.75
49
2023-Q4
Increased
135,384
+53.0%
$7.2M0.1%$46.17
46
2023-Q3
Decreased
88,496
-30.4%
$3.7M0.0%$37.99
0
2023-Q2
Decreased
127,239
-96.2%
$5.4M0.1%$39.38
0
2023-Q1
Decreased
3.3M
-15.1%
$124.5M2.8%$34.22
0
2022-Q4
Increased
3.9M
+22.8%
$162M3.1%$37.56
67
2022-Q3
Increased
3.2M
+60.3%
$129.4M2.9%$36.35
74
2022-Q2
Increased
2M
+12.0%
$78.1M1.6%$35.16
52
2022-Q1
Increased
1.8M
+12.8%
$86.3M1.5%$43.26
53
2021-Q4
Increased
1.6M
+0.7%
$75.7M1.2%$42.64
47
2021-Q3
Increased
1.6M
+7.1%
$72.7M1.3%$41.09
50
2021-Q2
New
1.5M
-
$66.2M1.3%$39.92
68
2020-Q4
Exited
0
-100.0%
$00.0%$26.46
0
2020-Q3
Increased
90,733
+18.1%
$2M0.1%$20.52
30
2020-Q2
Increased
76,835
+47.9%
$1.9M0.1%$22.25
35
2020-Q1
Decreased
51,957
-83.9%
$1.4M0.1%$24.45
0
2019-Q4
Unchanged
323,053
0.0%
$17.3M0.7%$45.35
0
2019-Q3
New
323,053
-
$15.5M0.7%$42.11
55

Other major holders of WFC: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc., JPMORGAN CHASE & CO

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