AAS
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Avantax Advisory Services’s Wells Fargo WFC Stock Holding History

Avantax Advisory Services’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 		$15.3M Sell
190,450
-2,047
-1% -$148K 0.08% 186
2025
Q1 		$13.8M Buy
192,497
+14,089
+8% +$1.06M 0.08% 187
2024
Q4 		$12.5M Buy
178,408
+2,523
+1% +$172K 0.08% 187
2024
Q3 		$9.94M Sell
175,885
-1,672
-0.9% -$94.6K 0.07% 218
2024
Q2 		$10.5M Buy
177,557
+57,807
+48% +$3.41M 0.08% 194
2024
Q1 		$6.94M Sell
119,750
-4,515
-4% -$236K 0.06% 238
2023
Q4 		$6.12M Buy
124,265
+12,614
+11% +$544K 0.06% 240
2023
Q3 		$4.56M Sell
111,651
-3,999
-3% -$173K 0.05% 277
2023
Q2 		$4.94M Buy
115,650
+8,851
+8% +$356K 0.06% 255
2023
Q1 		$3.99M Sell
106,799
-2,687
-2% -$117K 0.05% 287
2022
Q4 		$4.52M Buy
109,486
+10,936
+11% +$484K 0.06% 244
2022
Q3 		$3.96M Buy
98,550
+4,072
+4% +$175K 0.06% 240
2022
Q2 		$3.7M Sell
94,478
-5,504
-6% -$242K 0.06% 255
2022
Q1 		$4.84M Buy
99,982
+34,274
+52% +$1.83M 0.07% 217
2021
Q4 		$3.15M Buy
65,708
+2,523
+4% +$124K 0.05% 280
2021
Q3 		$2.93M Sell
63,185
-10,113
-14% -$468K 0.05% 271
2021
Q2 		$3.32M Buy
73,298
+395
+0.5% +$17.6K 0.06% 240
2021
Q1 		$2.85M Buy
72,903
+24,531
+51% +$868K 0.06% 236
2020
Q4 		$1.46M Sell
48,372
-116,472
-71% -$3.02M 0.03% 322
2020
Q3 		$3.88M Buy
164,844
+107,939
+190% +$2.66M 0.06% 239
2020
Q2 		$1.45M Sell
56,905
-1,117
-2% -$30.6K 0.04% 277
2020
Q1 		$1.67M Buy
58,022
+3,275
+6% +$139K 0.05% 218
2019
Q4 		$2.95M Buy
54,747
+10,581
+24% +$554K 0.07% 163
2019
Q3 		$2.23M Buy
44,166
+2,559
+6% +$121K 0.09% 120
2019
Q2 		$1.97M Sell
41,607
-4,022
-9% -$188K 0.09% 116
2019
Q1 		$2.21M Buy
45,629
+1,394
+3% +$68.6K 0.12% 94
2018
Q4 		$2.03M Buy
+44,235
New +$2.27M 0.34% 75

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's WFC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Wells Fargo (WFC) stake by 1.1% in Q2 2025, selling an estimated $148K and leaving 190,450 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #186.

Avantax Advisory Services first reported a position in WFC in Q4 2018 and has held it in 27 quarters since. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Avantax Advisory Services held 190,450 shares of Wells Fargo worth $15.3M as of Q2 2025.
  • Avantax Advisory Services sold 2,047 Wells Fargo shares in Q2 2025, an estimated $148K.
  • Wells Fargo made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #186 holding.
  • Avantax Advisory Services first reported a position in Wells Fargo in Q4 2018 and has held it in 27 quarters since.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.