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Avantra Family Wealth’s Wells Fargo WFC Stock Holding History

Avantra Family Wealth’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 		$2.63M Sell
31,856
-846
-3% -$68K 1.68% 11
2026
Q1 		$2.6M Buy
32,702
+977
+3% +$83.9K 1.94% 7
2025
Q4 		$2.96M Buy
31,725
+188
+0.6% +$16.3K 2.14% 7
2025
Q3 		$2.64M Sell
31,537
-520
-2% -$42.2K 1.98% 7
2025
Q2 		$2.57M Buy
32,057
+1,438
+5% +$104K 2.12% 10
2025
Q1 		$2.2M Buy
30,619
+262
+0.9% +$19.7K 2.11% 5
2024
Q4 		$2.13M Buy
+30,357
New +$2.07M 1.99% 5

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantra Family Wealth's WFC Position: Q2 2026 in Review

Avantra Family Wealth reduced its Wells Fargo (WFC) stake by 2.6% in Q2 2026, selling an estimated $68K and leaving 31,856 shares worth $2.63M. The position accounts for 1.68% of the portfolio, ranked #11.

Avantra Family Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Avantra Family Wealth held 31,856 shares of Wells Fargo worth $2.63M as of Q2 2026.
  • Avantra Family Wealth sold 846 Wells Fargo shares in Q2 2026, an estimated $68K.
  • Wells Fargo made up 1.68% of Avantra Family Wealth's portfolio in Q2 2026, its #11 holding.
  • Avantra Family Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's Wells Fargo position peaked at $2.96M in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.