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AX · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AXWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AX
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterAXWFC
Q3 20201 holders, $1.1m34 holders, $15.9bn
Q4 20201 holders, $1.5m33 holders, $19.5bn
Q1 20211 holders, $1.4m31 holders, $23.4bn
Q2 20212 holders, $1.9m33 holders, $28.0bn
Q3 20212 holders, $2.3m28 holders, $27.7bn
Q4 20212 holders, $3.1m32 holders, $28.6bn
Q1 20222 holders, $3.9m37 holders, $28.8bn
Q2 20222 holders, $4.7m32 holders, $24.1bn
Q3 20222 holders, $3.2m28 holders, $25.5bn
Q4 20221 holders, $1.5m33 holders, $25.2bn
Q1 20231 holders, $554k34 holders, $21.5bn
Q2 20232 holders, $3.8m29 holders, $23.4bn
Q3 20232 holders, $6.2m30 holders, $22.9bn
Q4 20235 holders, $41m32 holders, $27.2bn
Q1 20247 holders, $39m27 holders, $33.6bn
Q2 20248 holders, $90m37 holders, $34.1bn
Q3 20244 holders, $74m35 holders, $32.0bn
Q4 20243 holders, $43m42 holders, $38.9bn
Q1 20252 holders, $28m39 holders, $38.2bn
Q2 20253 holders, $27m33 holders, $41.6bn
Q3 20252 holders, $13m29 holders, $41.5bn
Q4 20253 holders, $15m29 holders, $43.6bn
Q1 20263 holders, $27m34 holders, $36.8bn
Q2 20263 holders, $36m41 holders, $38.2bn
AX

Axos Finl Inc

Holders
4
Reported value
$74m
Buyers
2
Sellers
3

Breadth -1 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
35
Reported value
$32.0bn
Buyers
17
Sellers
20

Breadth -3 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AX (2)

First Eagle Investment Management LLC, Voloridge Investment Management LLC

Only WFC (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, and 8 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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