AWM
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Avior Wealth Management’s Wells Fargo WFC Stock Holding History

Avior Wealth Management’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 		$4.48M Sell
54,170
-3,246
-6% -$261K 0.12% 157
2026
Q1 		$4.57M Buy
57,416
+4,959
+9% +$426K 0.13% 149
2025
Q4 		$4.89M Buy
52,457
+777
+2% +$67.5K 0.15% 115
2025
Q3 		$4.33M Sell
51,680
-155
-0.3% -$12.6K 0.14% 120
2025
Q2 		$4.15M Buy
51,835
+1,540
+3% +$111K 0.14% 119
2025
Q1 		$3.61M Sell
50,295
-5,920
-11% -$444K 0.14% 128
2024
Q4 		$3.95M Sell
56,215
-6,292
-10% -$430K 0.14% 113
2024
Q3 		$3.53M Buy
62,507
+5,103
+9% +$289K 0.14% 119
2024
Q2 		$3.4M Sell
57,404
-2,259
-4% -$133K 0.15% 120
2024
Q1 		$3.46M Buy
59,663
+9,653
+19% +$505K 0.16% 118
2023
Q4 		$2.46M Sell
50,010
-488
-1% -$21.1K 0.15% 118
2023
Q3 		$2.06M Buy
50,498
+657
+1% +$28.4K 0.14% 118
2023
Q2 		$2.13M Buy
49,841
+1,505
+3% +$60.6K 0.14% 119
2023
Q1 		$1.81M Sell
48,336
-740
-2% -$32.3K 0.12% 130
2022
Q4 		$2.03M Sell
49,076
-121
-0.2% -$5.36K 0.15% 118
2022
Q3 		$1.98M Sell
49,197
-6,341
-11% -$272K 0.16% 109
2022
Q2 		$2.17M Buy
55,538
+242
+0.4% +$10.6K 0.22% 93
2022
Q1 		$2.68M Sell
55,296
-6,326
-10% -$339K 0.23% 91
2021
Q4 		$2.96M Sell
61,622
-97
-0.2% -$4.78K 0.24% 85
2021
Q3 		$2.86M Sell
61,719
-2,769
-4% -$128K 0.24% 85
2021
Q2 		$2.92M Buy
64,488
+5,631
+10% +$251K 0.29% 77
2021
Q1 		$2.3M Buy
58,857
+2,161
+4% +$76.5K 0.25% 95
2020
Q4 		$1.71M Sell
56,696
-1,923
-3% -$49.8K 0.21% 102
2020
Q3 		$1.38M Sell
58,619
-3,885
-6% -$95.7K 0.2% 113
2020
Q2 		$1.6M Sell
62,504
-1,401
-2% -$38.3K 0.25% 97
2020
Q1 		$1.83M Buy
63,905
+6,150
+11% +$261K 0.36% 71
2019
Q4 		$3.11M Sell
57,755
-16,603
-22% -$870K 0.5% 48
2019
Q3 		$3.75M Sell
74,358
-1,004
-1% -$47.3K 0.66% 40
2019
Q2 		$3.57M Buy
75,362
+3,216
+4% +$150K 0.64% 40
2019
Q1 		$3.5M Sell
72,146
-3,871
-5% -$190K 0.74% 33
2018
Q4 		$3.52M Sell
76,017
-1,092
-1% -$55.9K 0.85% 29
2018
Q3 		$4.06M Sell
77,109
-1,922
-2% -$110K 0.87% 27
2018
Q2 		$4.38M Buy
79,031
+1,215
+2% +$65.1K 0.99% 20
2018
Q1 		$4.08M Buy
77,816
+2,232
+3% +$133K 0.94% 22
2017
Q4 		$4.57M Buy
75,584
+10,463
+16% +$591K 1.02% 19
2017
Q3 		$3.58M Buy
65,121
+923
+1% +$49.1K 1.18% 23
2017
Q2 		$3.55M Sell
64,198
-5,358
-8% -$287K 1.45% 16
2017
Q1 		$3.86M Buy
69,556
+4,412
+7% +$250K 1.29% 19
2016
Q4 		$3.58M Buy
65,144
+123
+0.2% +$6.18K 1.34% 17
2016
Q3 		$2.9M Buy
65,021
+4,252
+7% +$203K 1.14% 21
2016
Q2 		$2.87M Buy
60,769
+479
+0.8% +$23.4K 1.22% 19
2016
Q1 		$2.92M Buy
60,290
+2,102
+4% +$103K 1.29% 18
2015
Q4 		$3.16M Buy
58,188
+1,269
+2% +$68.9K 1.73% 14
2015
Q3 		$2.92M Buy
56,919
+19,604
+53% +$1.08M 1.71% 14
2015
Q2 		$2.1M Buy
37,315
+1,858
+5% +$104K 1.64% 22
2015
Q1 		$1.93M Buy
35,457
+326
+0.9% +$17.6K 1.49% 21
2014
Q4 		$1.93M Sell
35,131
-21
-0.1% -$1.11K 1.53% 20
2014
Q3 		$1.82M Buy
35,152
+1
+0% +$51 1.55% 19
2014
Q2 		$1.85M Buy
35,151
+1
+0% +$50 1.55% 21
2014
Q1 		$1.75M Buy
35,150
+150
+0.4% +$6.99K 1.46% 20
2013
Q4 		$1.59M Buy
+35,000
New +$1.51M 1.51% 21

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Avior Wealth Management's WFC Position: Q2 2026 in Review

Avior Wealth Management reduced its Wells Fargo (WFC) stake by 5.7% in Q2 2026, selling an estimated $261K and leaving 54,170 shares worth $4.48M. The position accounts for 0.12% of the portfolio, ranked #157.

Avior Wealth Management first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.89M in Q4 2025. 916 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Avior Wealth Management held 54,170 shares of Wells Fargo worth $4.48M as of Q2 2026.
  • Avior Wealth Management sold 3,246 Wells Fargo shares in Q2 2026, an estimated $261K.
  • Wells Fargo made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Avior Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
  • Avior Wealth Management's Wells Fargo position peaked at $4.89M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.