Aprio Wealth Management
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Aprio Wealth Management’s Wells Fargo WFC Stock Holding History

Aprio Wealth 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
Q3 		$1.54M Buy
19,247
+1,059
+6% +$91.6K 0.07% 172
2026
Q2 		$1.5M Sell
18,188
-1,209
-6% -$97.2K 0.07% 169
2026
Q1 		$1.54M Buy
19,397
+8,026
+71% +$689K 0.08% 147
2025
Q4 		$2.02M Buy
11,371
+1,924
+20% +$167K 0.12% 118
2025
Q3 		$792K Buy
9,447
+1,021
+12% +$82.8K 0.08% 149
2025
Q2 		$675K Buy
8,426
+2,698
+47% +$195K 0.08% 151
2025
Q1 		$411K Buy
5,728
+990
+21% +$74.3K 0.05% 206
2024
Q4 		$333K Sell
4,738
-1,639
-26% -$112K 0.05% 192
2024
Q3 		$360K Sell
6,377
-372
-6% -$21K 0.06% 167
2024
Q2 		$401K Buy
6,749
+1,039
+18% +$61.3K 0.07% 125
2024
Q1 		$331K Buy
5,710
+696
+14% +$36.4K 0.06% 137
2023
Q4 		$247K Sell
5,014
-480
-9% -$20.7K 0.06% 162
2023
Q3 		$225K Sell
5,494
-836
-13% -$36.1K 0.06% 146
2023
Q2 		$270K Buy
+6,330
New +$255K 0.07% 117
2022
Q3 		– Sell
-5,461
Closed -$214K – 126
2022
Q2 		$214K Buy
+5,461
New +$240K 0.09% 94
2020
Q1 		– Sell
-5,074
Closed -$273K – 78
2019
Q4 		$273K Buy
+5,074
New +$266K 0.2% 54

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
American Assets Inc
American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Aprio Wealth Management's WFC Position: Q3 2026 in Review

Aprio Wealth Management increased its Wells Fargo (WFC) stake by 5.8% in Q3 2026, buying an estimated $91.6K and bringing the position to 19,247 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #172.

Aprio Wealth Management first reported a position in WFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.02M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Aprio Wealth Management held 19,247 shares of Wells Fargo worth $1.54M as of Q3 2026.
  • Aprio Wealth Management bought 1,059 Wells Fargo shares in Q3 2026, an estimated $91.6K.
  • Wells Fargo made up 0.07% of Aprio Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Aprio Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 16 quarters since.
  • Aprio Wealth Management's Wells Fargo position peaked at $2.02M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.