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Aventura Private Wealth’s Wells Fargo WFC Stock Holding History

Aventura Private 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 		$2.27M Buy
27,522
+288
+1% +$23.1K 0.7% 29
2026
Q1 		$2.17M Buy
27,234
+1,269
+5% +$109K 0.79% 20
2025
Q4 		$2.42M Buy
25,965
+218
+0.8% +$18.9K 0.87% 19
2025
Q3 		$2.16M Buy
25,747
+1,849
+8% +$150K 0.8% 24
2025
Q2 		$1.91M Sell
23,898
-640
-3% -$46.1K 0.83% 20
2025
Q1 		$1.76M Buy
24,538
+1,397
+6% +$105K 0.92% 17
2024
Q4 		$1.63M Buy
+23,141
New +$1.58M 0.88% 18

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Aventura Private Wealth's WFC Position: Q2 2026 in Review

Aventura Private Wealth increased its Wells Fargo (WFC) stake by 1.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 27,522 shares worth $2.27M. The position accounts for 0.7% of the portfolio, ranked #29.

Aventura Private Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aventura Private Wealth held 27,522 shares of Wells Fargo worth $2.27M as of Q2 2026.
  • Aventura Private Wealth bought 288 Wells Fargo shares in Q2 2026, an estimated $23.1K.
  • Wells Fargo made up 0.7% of Aventura Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Aventura Private Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Wells Fargo position peaked at $2.42M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.