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Aviance Capital Partners’s Wells Fargo WFC Stock Holding History

Aviance Capital Partners’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 		$345K Sell
4,179
-100
-2% -$8.04K 0.04% 310
2026
Q1 		$341K Buy
4,279
+3
+0.1% +$258 0.04% 296
2025
Q4 		$398K Buy
4,276
+532
+14% +$46.2K 0.05% 263
2025
Q3 		$314K Sell
3,744
-87
-2% -$7.05K 0.04% 292
2025
Q2 		$307K Sell
3,831
-485
-11% -$35K 0.04% 288
2025
Q1 		$310K Sell
4,316
-1,200
-22% -$90.1K 0.04% 275
2024
Q4 		$387K Sell
5,516
-5,200
-49% -$355K 0.05% 235
2024
Q3 		$605K Buy
10,716
+66
+0.6% +$3.73K 0.08% 206
2024
Q2 		$633K Buy
10,650
+1,450
+16% +$85.6K 0.09% 188
2024
Q1 		$533K Buy
+9,200
New +$481K 0.08% 205
2021
Q2 		– Sell
-50,100
Closed -$1.96M – 273
2021
Q1 		$1.96M Hold
50,100
– – 0.38% 64
2020
Q4 		$1.51M Hold
50,100
– – 0.31% 82
2020
Q3 		$1.18M Sell
50,100
-51,002
-50% -$1.26M 0.27% 97
2020
Q2 		$2.59M Buy
+101,102
New +$2.77M 0.64% 37
2015
Q2 		– Sell
-3,500
Closed -$190K – 216
2015
Q1 		$190K Sell
3,500
-542
-13% -$29.3K 0.07% 207
2014
Q4 		$222K Sell
4,042
-1,398
-26% -$74K 0.08% 206
2014
Q3 		$282K Sell
5,440
-112
-2% -$5.76K 0.11% 208
2014
Q2 		$292K Sell
5,552
-597
-10% -$30K 0.11% 189
2014
Q1 		$303K Buy
6,149
+956
+18% +$44.5K 0.13% 179
2013
Q4 		$236K Sell
5,193
-10,556
-67% -$456K 0.1% 190
2013
Q3 		$651K Sell
15,749
-1,398
-8% -$59.7K 0.3% 90
2013
Q2 		$708K Buy
+17,147
New +$668K 0.38% 76

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

Aviance Capital Partners's WFC Position: Q2 2026 in Review

Aviance Capital Partners reduced its Wells Fargo (WFC) stake by 2.3% in Q2 2026, selling an estimated $8.04K and leaving 4,179 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #310.

Aviance Capital Partners first reported a position in WFC in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.59M in Q2 2020. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aviance Capital Partners held 4,179 shares of Wells Fargo worth $345K as of Q2 2026.
  • Aviance Capital Partners sold 100 Wells Fargo shares in Q2 2026, an estimated $8.04K.
  • Wells Fargo made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #310 holding.
  • Aviance Capital Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 22 quarters since.
  • Aviance Capital Partners's Wells Fargo position peaked at $2.59M in Q2 2020.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.