AWE
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Avidian Wealth Enterprises’s Wells Fargo WFC Stock Holding History

Avidian Wealth Enterprises’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 		$1.33M Sell
16,062
-608
-4% -$48.9K 0.04% 269
2026
Q1 		$1.33M Sell
16,670
-538
-3% -$46.2K 0.04% 250
2025
Q4 		$1.6M Buy
17,208
+8,007
+87% +$695K 0.06% 166
2025
Q3 		$771K Buy
9,201
+414
+5% +$33.6K 0.03% 266
2025
Q2 		$704K Buy
8,787
+1,240
+16% +$89.4K 0.03% 260
2025
Q1 		$542K Sell
7,547
-1,216
-14% -$91.3K 0.02% 296
2024
Q4 		$616K Buy
8,763
+603
+7% +$41.2K 0.03% 256
2024
Q3 		$461K Buy
8,160
+720
+10% +$40.7K 0.02% 309
2024
Q2 		$442K Buy
7,440
+1,413
+23% +$83.4K 0.02% 315
2024
Q1 		$349K Buy
6,027
+1,455
+32% +$76.1K 0.02% 327
2023
Q4 		$225K Sell
4,572
-4,927
-52% -$213K 0.01% 388
2023
Q3 		$388K Sell
9,499
-9,773
-51% -$422K 0.03% 288
2023
Q2 		$823K Sell
19,272
-31,165
-62% -$1.25M 0.05% 207
2023
Q1 		$1.89M Buy
50,437
+7,978
+19% +$348K 0.1% 143
2022
Q4 		$1.75M Buy
42,459
+2,111
+5% +$93.4K 0.11% 131
2022
Q3 		$1.62M Sell
40,348
-296
-0.7% -$12.7K 0.12% 117
2022
Q2 		$1.59M Buy
40,644
+1,062
+3% +$46.6K 0.11% 124
2022
Q1 		$1.92M Buy
39,582
+5,562
+16% +$298K 0.12% 124
2021
Q4 		$1.63M Sell
34,020
-1,349
-4% -$66.4K 0.1% 132
2021
Q3 		$1.64M Buy
35,369
+703
+2% +$32.5K 0.13% 97
2021
Q2 		$1.57M Sell
34,666
-1,541
-4% -$68.8K 0.12% 101
2021
Q1 		$1.42M Buy
36,207
+925
+3% +$32.7K 0.12% 100
2020
Q4 		$1.06M Buy
35,282
+4,991
+16% +$129K 0.1% 108
2020
Q3 		$712K Buy
30,291
+2,386
+9% +$58.8K 0.08% 120
2020
Q2 		$714K Buy
27,905
+6,670
+31% +$182K 0.1% 107
2020
Q1 		$609K Buy
21,235
+16,517
+350% +$702K 0.1% 97
2019
Q4 		$254K Buy
+4,718
New +$247K 0.04% 194
2016
Q4 		– Sell
-7,112
Closed -$315K – 102
2016
Q3 		$315K Buy
7,112
+1,621
+30% +$77.6K 0.13% 53
2016
Q2 		$260 Sell
5,491
-247
-4% -$12K 0.09% 57
2016
Q1 		$277K Sell
5,738
-8
-0.1% -$392 0.15% 45
2015
Q4 		$312K Buy
+5,746
New +$312K 0.15% 26

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Avidian Wealth Enterprises's WFC Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Wells Fargo (WFC) stake by 3.6% in Q2 2026, selling an estimated $48.9K and leaving 16,062 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #269.

Avidian Wealth Enterprises first reported a position in WFC in Q4 2015 and has held it in 31 quarters since. The position peaked at $1.92M in Q1 2022. 1,008 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Avidian Wealth Enterprises held 16,062 shares of Wells Fargo worth $1.33M as of Q2 2026.
  • Avidian Wealth Enterprises sold 608 Wells Fargo shares in Q2 2026, an estimated $48.9K.
  • Wells Fargo made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #269 holding.
  • Avidian Wealth Enterprises first reported a position in Wells Fargo in Q4 2015 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Wells Fargo position peaked at $1.92M in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.