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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
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 $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

Aviance Capital Partners's WFC Position: Q1 2026 in Review

Aviance Capital Partners increased its Wells Fargo (WFC) stake by 0.07% in Q1 2026, buying an estimated $258 and bringing the position to 4,279 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #296.

Aviance Capital Partners first reported a position in WFC in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.59M in Q2 2020. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Aviance Capital Partners held 4,279 shares of Wells Fargo worth $341K as of Q1 2026.
  • Aviance Capital Partners bought 3 Wells Fargo shares in Q1 2026, an estimated $258.
  • Wells Fargo made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #296 holding.
  • Aviance Capital Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 21 quarters since.
  • Aviance Capital Partners's Wells Fargo position peaked at $2.59M in Q2 2020.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.