Aviso Financial’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$354K Buy
4,280
+1,191
+39% +$95.7K 0.01% 175
2026
Q1
$246K Buy
3,089
+2,657
+615% +$228K 0.01% 214
2025
Q4
$40.3K Buy
+432
New +$37.5K ﹤0.01% 248
2024
Q4
Sell
-5,069
Closed -$286K 392
2024
Q3
$286K Sell
5,069
-289
-5% -$16.3K 0.01% 231
2024
Q2
$318K Buy
+5,358
New +$316K 0.02% 213

Other funds holding WFC

Aviso Financial's WFC Position: Q2 2026 in Review

Aviso Financial increased its Wells Fargo (WFC) stake by 39% in Q2 2026, buying an estimated $95.7K and bringing the position to 4,280 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #175.

Aviso Financial first reported a position in WFC in Q2 2024 and has held it in 5 quarters since. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aviso Financial held 4,280 shares of Wells Fargo worth $354K as of Q2 2026.
  • Aviso Financial bought 1,191 Wells Fargo shares in Q2 2026, an estimated $95.7K.
  • Wells Fargo made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #175 holding.
  • Aviso Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 5 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.