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Atria Wealth Solutions’s Wells Fargo WFC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.53M Sell
31,269
-57,686
-65% -$4.16M 0.06% 356
2025
Q1 		$6.39M Sell
88,955
-7,851
-8% -$589K 0.08% 270
2024
Q4 		$6.8M Sell
96,806
-63
-0.1% -$4.3K 0.07% 274
2024
Q3 		$5.47M Sell
96,869
-4,698
-5% -$266K 0.06% 325
2024
Q2 		$6.03M Sell
101,567
-8,662
-8% -$511K 0.07% 297
2024
Q1 		$6.39M Buy
110,229
+8,828
+9% +$462K 0.07% 281
2023
Q4 		$4.99M Buy
101,401
+3,093
+3% +$133K 0.06% 310
2023
Q3 		$4.02M Buy
98,308
+1,025
+1% +$44.3K 0.06% 345
2023
Q2 		$4.15M Buy
97,283
+12,199
+14% +$491K 0.06% 337
2023
Q1 		$3.18M Sell
85,084
-7,170
-8% -$313K 0.05% 396
2022
Q4 		$3.81M Buy
92,254
+4,956
+6% +$219K 0.06% 317
2022
Q3 		$3.51M Buy
87,298
+38,388
+78% +$1.65M 0.06% 312
2022
Q2 		$1.92M Sell
48,910
-26,193
-35% -$1.15M 0.04% 459
2022
Q1 		$3.64M Buy
+75,103
New +$4.02M 0.06% 313

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's WFC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Wells Fargo (WFC) stake by 65% in Q2 2025, selling an estimated $4.16M and leaving 31,269 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #356.

Atria Wealth Solutions first reported a position in WFC in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.8M in Q4 2024. 2,630 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Atria Wealth Solutions held 31,269 shares of Wells Fargo worth $2.53M as of Q2 2025.
  • Atria Wealth Solutions sold 57,686 Wells Fargo shares in Q2 2025, an estimated $4.16M.
  • Wells Fargo made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #356 holding.
  • Atria Wealth Solutions first reported a position in Wells Fargo in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Wells Fargo position peaked at $6.8M in Q4 2024.
  • 2,630 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.