Avestar Capital’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 | $3.11M | Sell |
39,104
-718
| -2% | -$61.7K | 0.2% | 86 |
|
|
2025
Q4 | $3.71M | Buy |
39,822
+139
| +0.4% | +$12.1K | 0.24% | 73 |
|
|
2025
Q3 | $3.33M | Sell |
39,683
-3,198
| -7% | -$259K | 0.22% | 84 |
|
|
2025
Q2 | $3.44M | Buy |
42,881
+1,080
| +3% | +$77.9K | 0.23% | 76 |
|
|
2025
Q1 | $3M | Buy |
41,801
+1,947
| +5% | +$146K | 0.26% | 75 |
|
|
2024
Q4 | $2.8M | Buy |
39,854
+1,803
| +5% | +$123K | 0.24% | 80 |
|
|
2024
Q3 | $2.15M | Buy |
38,051
+1,180
| +3% | +$66.7K | 0.22% | 83 |
|
|
2024
Q2 | $2.19M | Sell |
36,871
-12,142
| -25% | -$717K | 0.22% | 83 |
|
|
2024
Q1 | $2.84M | Buy |
49,013
+12,854
| +36% | +$673K | 0.3% | 64 |
|
|
2023
Q4 | $1.78M | Buy |
36,159
+1,362
| +4% | +$58.8K | 0.2% | 77 |
|
|
2023
Q3 | $1.42M | Buy |
34,797
+141
| +0.4% | +$6.09K | 0.2% | 73 |
|
|
2023
Q2 | $1.48M | Sell |
34,656
-44
| -0.1% | -$1.77K | 0.24% | 55 |
|
|
2023
Q1 | $1.3M | Sell |
34,700
-6,241
| -15% | -$272K | 0.23% | 60 |
|
|
2022
Q4 | $1.69M | Buy |
40,941
+628
| +2% | +$27.8K | 0.31% | 56 |
|
|
2022
Q3 | $1.62M | Buy |
40,313
+15,303
| +61% | +$657K | 0.41% | 47 |
|
|
2022
Q2 | $980K | Buy |
25,010
+3,669
| +17% | +$161K | 0.24% | 68 |
|
|
2022
Q1 | $1.03M | Buy |
21,341
+1,872
| +10% | +$100K | 0.17% | 125 |
|
|
2021
Q4 | $934K | Buy |
19,469
+5,871
| +43% | +$289K | 0.11% | 175 |
|
|
2021
Q3 | $631K | Hold |
13,598
| – | – | 0.08% | 252 |
|
|
2021
Q2 | $616K | Hold |
13,598
| – | – | 0.08% | 243 |
|
|
2021
Q1 | $613K | Sell |
13,598
-1,180
| -8% | -$41.8K | 0.14% | 160 |
|
|
2020
Q4 | $446K | Buy |
14,778
+4,015
| +37% | +$104K | 0.12% | 147 |
|
|
2020
Q3 | $244K | Sell |
10,763
-504
| -4% | -$12.4K | 0.08% | 186 |
|
|
2020
Q2 | $288K | Buy |
+11,267
| New | +$308K | 0.13% | 142 |
|
|
2020
Q1 | – | Sell |
-10,141
| Closed | -$545K | – | 201 |
|
|
2019
Q4 | $545K | Sell |
10,141
-56
| -0.5% | -$2.93K | 0.31% | 78 |
|
|
2019
Q3 | $514K | Buy |
10,197
+3,032
| +42% | +$143K | 0.32% | 72 |
|
|
2019
Q2 | $330K | Buy |
7,165
+191
| +3% | +$8.93K | 0.21% | 73 |
|
|
2019
Q1 | $328K | Sell |
6,974
-899
| -11% | -$44.2K | 0.22% | 72 |
|
|
2018
Q4 | $357K | Sell |
7,873
-489
| -6% | -$25K | 0.24% | 72 |
|
|
2018
Q3 | $432K | Sell |
8,362
-1,390
| -14% | -$79.4K | 0.25% | 63 |
|
|
2018
Q2 | $529K | Sell |
9,752
-12
| -0.1% | -$643 | 0.33% | 52 |
|
|
2018
Q1 | $503K | Buy |
9,764
+4,844
| +98% | +$288K | 0.33% | 48 |
|
|
2017
Q4 | $291K | Buy |
+4,920
| New | +$278K | 0.22% | 65 |
|
Other funds holding WFC
VCM
VPM
Avestar Capital's WFC Position: Q1 2026 in Review
Avestar Capital reduced its Wells Fargo (WFC) stake by 1.8% in Q1 2026, selling an estimated $61.7K and leaving 39,104 shares worth $3.11M. The position accounts for 0.2% of the portfolio, ranked #86.
Avestar Capital first reported a position in WFC in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.71M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Avestar Capital held 39,104 shares of Wells Fargo worth $3.11M as of Q1 2026.
- Avestar Capital sold 718 Wells Fargo shares in Q1 2026, an estimated $61.7K.
- Wells Fargo made up 0.2% of Avestar Capital's portfolio in Q1 2026, its #86 holding.
- Avestar Capital first reported a position in Wells Fargo in Q4 2017 and has held it in 33 quarters since.
- Avestar Capital's Wells Fargo position peaked at $3.71M in Q4 2025.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.