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Avion Wealth’s Wells Fargo WFC Stock Holding History

Avion 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
Q1 		$371K Sell
4,671
-967
-17% -$83.1K 0.08% 63
2025
Q4 		$525K Sell
5,638
-4
-0.1% -$347 0.11% 54
2025
Q3 		$472K Sell
5,642
-6,769
-55% -$549K 0.1% 53
2025
Q2 		$994K Buy
12,411
+4,123
+50% +$297K 0.23% 37
2025
Q1 		$582K Hold
8,288
– – 0.15% 47
2024
Q4 		$582K Sell
8,288
-5,730
-41% -$391K 0.15% 47
2024
Q3 		$791K Sell
14,018
-2
-0% -$113 0.21% 39
2024
Q2 		$832K Sell
14,020
-1,452
-9% -$85.7K 0.23% 35
2024
Q1 		$897K Sell
15,472
-1,777
-10% -$93K 0.24% 35
2023
Q4 		$849K Sell
17,249
-4
-0% -$173 0.24% 36
2023
Q3 		$704K Buy
17,253
+3,258
+23% +$141K 0.2% 38
2023
Q2 		$597K Buy
13,995
+6,755
+93% +$272K 0.16% 44
2023
Q1 		$298K Buy
7,240
+92
+1% +$4.01K 0.08% 53
2022
Q4 		$287K Hold
7,148
– – 0.09% 52
2022
Q3 		$287K Sell
7,148
-715
-9% -$30.7K 0.09% 53
2022
Q2 		$308K Hold
7,863
– – 0.1% 50
2022
Q1 		$381K Hold
7,863
– – 0.11% 42
2021
Q4 		$377K Hold
7,863
– – 0.11% 42
2021
Q3 		$365K Hold
7,863
– – 0.11% 36
2021
Q2 		$356K Hold
7,863
– – 0.11% 37
2021
Q1 		$307K Sell
7,863
-150
-2% -$5.31K 0.11% 36
2020
Q4 		$242K Buy
8,013
+622
+8% +$16.1K 0.08% 41
2020
Q3 		$174K Buy
7,391
+243
+3% +$5.99K 0.06% 43
2020
Q2 		$183K Hold
7,148
– – 0.06% 41
2020
Q1 		$205K Hold
7,148
– – 0.09% 34
2019
Q4 		$385K Hold
7,148
– – 0.34% 31
2019
Q3 		$361K Buy
+7,148
New +$337K 0.34% 31

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

Avion Wealth's WFC Position: Q1 2026 in Review

Avion Wealth reduced its Wells Fargo (WFC) stake by 17% in Q1 2026, selling an estimated $83.1K and leaving 4,671 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #63.

Avion Wealth first reported a position in WFC in Q3 2019 and has held it in 27 quarters since. The position peaked at $994K in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Avion Wealth held 4,671 shares of Wells Fargo worth $371K as of Q1 2026.
  • Avion Wealth sold 967 Wells Fargo shares in Q1 2026, an estimated $83.1K.
  • Wells Fargo made up 0.08% of Avion Wealth's portfolio in Q1 2026, its #63 holding.
  • Avion Wealth first reported a position in Wells Fargo in Q3 2019 and has held it in 27 quarters since.
  • Avion Wealth's Wells Fargo position peaked at $994K in Q2 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.