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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
Q2 		$396K Buy
4,797
+126
+3% +$10.1K 0.07% 64
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 $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

Avion Wealth's WFC Position: Q2 2026 in Review

Avion Wealth increased its Wells Fargo (WFC) stake by 2.7% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,797 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #64.

Avion Wealth first reported a position in WFC in Q3 2019 and has held it in 28 quarters since. The position peaked at $994K in Q2 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Avion Wealth held 4,797 shares of Wells Fargo worth $396K as of Q2 2026.
  • Avion Wealth bought 126 Wells Fargo shares in Q2 2026, an estimated $10.1K.
  • Wells Fargo made up 0.07% of Avion Wealth's portfolio in Q2 2026, its #64 holding.
  • Avion Wealth first reported a position in Wells Fargo in Q3 2019 and has held it in 28 quarters since.
  • Avion Wealth's Wells Fargo position peaked at $994K in Q2 2025.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.