Avalon Capital Management’s Wells Fargo WFC Stock Holding History

Avalon Capital 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	–	Sell	-2,746	Closed	-$256K	–	148
2025 Q4	$256K	Hold	2,746	–	–	0.06%	121
2025 Q3	$230K	Sell	2,746 -2,690	-49%	-$218K	0.06%	124
2025 Q2	$436K	Buy	+5,436	New	+$392K	0.12%	89
2023 Q2	–	Sell	-6,660	Closed	-$249K	–	59
2023 Q1	$249K	Hold	6,660	–	–	0.13%	48
2022 Q4	$275K	Hold	6,660	–	–	0.14%	48
2022 Q3	$268K	Hold	6,660	–	–	0.13%	48
2022 Q2	$261K	Hold	6,660	–	–	0.11%	50
2022 Q1	$291K	Sell	6,660 -27	-0.4%	-$1.45K	0.11%	54
2021 Q4	$321K	Buy	6,687 +27	+0.4%	+$1.33K	0.14%	45
2021 Q3	$309K	Buy	+6,660	New	+$308K	0.17%	34

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avalon Capital Management's WFC Position: Q1 2026 in Review

Avalon Capital Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,746 shares — an estimated $256K sold.

Avalon Capital Management first reported a position in WFC in Q3 2021 and held it in 10 quarters. The position peaked at $436K in Q2 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Avalon Capital Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Avalon Capital Management sold 2,746 Wells Fargo shares in Q1 2026, an estimated $256K.
Avalon Capital Management first reported a position in Wells Fargo in Q3 2021 and held it in 10 quarters.
Avalon Capital Management's Wells Fargo position peaked at $436K in Q2 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.