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Advyzon Investment Management’s Wells Fargo WFC Stock Holding History

Advyzon Investment Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
20,420
-548
-3% -$47.1K 0.15% 145
2025
Q4 		$1.95M Buy
20,968
+6,633
+46% +$576K 0.23% 107
2025
Q3 		$1.2M Buy
14,335
+3,729
+35% +$302K 0.21% 114
2025
Q2 		$850K Buy
10,606
+3,967
+60% +$286K 0.19% 110
2025
Q1 		$477K Sell
6,639
-902
-12% -$67.7K 0.17% 115
2024
Q4 		$530K Buy
+7,541
New +$515K 0.2% 97

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advyzon Investment Management's WFC Position: Q1 2026 in Review

Advyzon Investment Management reduced its Wells Fargo (WFC) stake by 2.6% in Q1 2026, selling an estimated $47.1K and leaving 20,420 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #145.

Advyzon Investment Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Advyzon Investment Management held 20,420 shares of Wells Fargo worth $1.63M as of Q1 2026.
  • Advyzon Investment Management sold 548 Wells Fargo shares in Q1 2026, an estimated $47.1K.
  • Wells Fargo made up 0.15% of Advyzon Investment Management's portfolio in Q1 2026, its #145 holding.
  • Advyzon Investment Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Wells Fargo position peaked at $1.95M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.