AWM
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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Aprio Wealth Management's WFC Position: Q2 2026 in Review

Aprio Wealth Management reduced its Wells Fargo (WFC) stake by 6.2% in Q2 2026, selling an estimated $97.2K and leaving 18,188 shares worth $1.5M. The position accounts for 0.07% of the portfolio, ranked #169.

Aprio Wealth Management first reported a position in WFC in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.02M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aprio Wealth Management held 18,188 shares of Wells Fargo worth $1.5M as of Q2 2026.
  • Aprio Wealth Management sold 1,209 Wells Fargo shares in Q2 2026, an estimated $97.2K.
  • Wells Fargo made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Aprio Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 15 quarters since.
  • Aprio Wealth Management's Wells Fargo position peaked at $2.02M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.