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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantra Family Wealth's WFC Position: Q1 2026 in Review

Avantra Family Wealth increased its Wells Fargo (WFC) stake by 3.1% in Q1 2026, buying an estimated $83.9K and bringing the position to 32,702 shares worth $2.6M. The position accounts for 1.94% of the portfolio, ranked #7.

Avantra Family Wealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.96M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Avantra Family Wealth held 32,702 shares of Wells Fargo worth $2.6M as of Q1 2026.
  • Avantra Family Wealth bought 977 Wells Fargo shares in Q1 2026, an estimated $83.9K.
  • Wells Fargo made up 1.94% of Avantra Family Wealth's portfolio in Q1 2026, its #7 holding.
  • Avantra Family Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Avantra Family Wealth's Wells Fargo position peaked at $2.96M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.