Avantax Planning Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $947K | Buy |
11,895
+1,220
| +11% | +$105K | 0.03% | 201 |
|
|
2025
Q4 | $995K | Buy |
10,675
+81
| +0.8% | +$7.03K | 0.03% | 195 |
|
|
2025
Q3 | $888K | Buy |
10,594
+5
| +0% | +$405 | 0.03% | 205 |
|
|
2025
Q2 | $848K | Buy |
10,589
+139
| +1% | +$10K | 0.03% | 205 |
|
|
2025
Q1 | $750K | Sell |
10,450
-1,315
| -11% | -$98.7K | 0.03% | 204 |
|
|
2024
Q4 | $826K | Buy |
11,765
+1,204
| +11% | +$82.2K | 0.03% | 193 |
|
|
2024
Q3 | $597K | Sell |
10,561
-4,462
| -30% | -$252K | 0.02% | 233 |
|
|
2024
Q2 | $892K | Sell |
15,023
-2,475
| -14% | -$146K | 0.03% | 218 |
|
|
2024
Q1 | $1.01M | Buy |
17,498
+4,628
| +36% | +$242K | 0.03% | 211 |
|
|
2023
Q4 | $633K | Sell |
12,870
-8,943
| -41% | -$386K | 0.02% | 216 |
|
|
2023
Q3 | $891K | Buy |
21,813
+225
| +1% | +$9.71K | 0.04% | 171 |
|
|
2023
Q2 | $921K | Sell |
21,588
-4,489
| -17% | -$181K | 0.04% | 169 |
|
|
2023
Q1 | $975K | Buy |
26,077
+675
| +3% | +$29.4K | 0.04% | 166 |
|
|
2022
Q4 | $1.05M | Buy |
25,402
+1,205
| +5% | +$53.3K | 0.04% | 159 |
|
|
2022
Q3 | $973K | Sell |
24,197
-27,202
| -53% | -$1.17M | 0.04% | 152 |
|
|
2022
Q2 | $2.01M | Buy |
51,399
+7,042
| +16% | +$309K | 0.09% | 99 |
|
|
2022
Q1 | $2.15M | Sell |
44,357
-2,393
| -5% | -$128K | 0.09% | 102 |
|
|
2021
Q4 | $2.24M | Buy |
46,750
+1,070
| +2% | +$52.7K | 0.09% | 91 |
|
|
2021
Q3 | $2.12M | Sell |
45,680
-265
| -0.6% | -$12.3K | 0.1% | 82 |
|
|
2021
Q2 | $2.08M | Buy |
45,945
+4,465
| +11% | +$199K | 0.1% | 85 |
|
|
2021
Q1 | $1.62M | Sell |
41,480
-14,120
| -25% | -$500K | 0.08% | 100 |
|
|
2020
Q4 | $1.68M | Sell |
55,600
-15,698
| -22% | -$406K | 0.09% | 93 |
|
|
2020
Q3 | $1.68M | Buy |
71,298
+1,706
| +2% | +$42K | 0.09% | 94 |
|
|
2020
Q2 | $1.78M | Buy |
69,592
+1,941
| +3% | +$53.1K | 0.1% | 86 |
|
|
2020
Q1 | $1.94M | Sell |
67,651
-5,772
| -8% | -$245K | 0.14% | 63 |
|
|
2019
Q4 | $3.95M | Sell |
73,423
-2,287
| -3% | -$120K | 0.23% | 36 |
|
|
2019
Q3 | $3.82M | Buy |
75,710
+16,494
| +28% | +$777K | 0.23% | 35 |
|
|
2019
Q2 | $2.81M | Sell |
59,216
-11,889
| -17% | -$556K | 0.18% | 48 |
|
|
2019
Q1 | $3.44M | Buy |
71,105
+24,442
| +52% | +$1.2M | 0.24% | 38 |
|
|
2018
Q4 | $2.15M | Sell |
46,663
-1,277
| -3% | -$65.4K | 0.16% | 57 |
|
|
2018
Q3 | $2.52M | Buy |
47,940
+312
| +0.7% | +$17.8K | 0.2% | 39 |
|
|
2018
Q2 | $2.64M | Sell |
47,628
-4,765
| -9% | -$255K | 0.24% | 36 |
|
|
2018
Q1 | $2.75M | Buy |
52,393
+3,055
| +6% | +$181K | 0.24% | 35 |
|
|
2017
Q4 | $2.99M | Sell |
49,338
-25,531
| -34% | -$1.44M | 0.27% | 29 |
|
|
2017
Q3 | $4.13M | Sell |
74,869
-8,225
| -10% | -$437K | 0.33% | 27 |
|
|
2017
Q2 | $4.6M | Buy |
83,094
+5,473
| +7% | +$293K | 0.39% | 22 |
|
|
2017
Q1 | $4.32M | Buy |
77,621
+25,520
| +49% | +$1.45M | 0.39% | 22 |
|
|
2016
Q4 | $2.87M | Buy |
+52,101
| New | +$2.62M | 0.31% | 30 |
|
Other funds holding WFC
VCM
VPM
Avantax Planning Partners's WFC Position: Q1 2026 in Review
Avantax Planning Partners increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $105K and bringing the position to 11,895 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #201.
Avantax Planning Partners first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.6M in Q2 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Avantax Planning Partners held 11,895 shares of Wells Fargo worth $947K as of Q1 2026.
- Avantax Planning Partners bought 1,220 Wells Fargo shares in Q1 2026, an estimated $105K.
- Wells Fargo made up 0.03% of Avantax Planning Partners's portfolio in Q1 2026, its #201 holding.
- Avantax Planning Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
- Avantax Planning Partners's Wells Fargo position peaked at $4.6M in Q2 2017.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.