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Aviso Financial’s Wells Fargo WFC Stock Holding History

Aviso Financial’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 		$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

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

Aviso Financial's WFC Position: Q1 2026 in Review

Aviso Financial increased its Wells Fargo (WFC) stake by 615% in Q1 2026, buying an estimated $228K and bringing the position to 3,089 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #214.

Aviso Financial first reported a position in WFC in Q2 2024 and has held it in 4 quarters since. The position peaked at $318K in Q2 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Aviso Financial held 3,089 shares of Wells Fargo worth $246K as of Q1 2026.
  • Aviso Financial bought 2,657 Wells Fargo shares in Q1 2026, an estimated $228K.
  • Wells Fargo made up 0.01% of Aviso Financial's portfolio in Q1 2026, its #214 holding.
  • Aviso Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 4 quarters since.
  • Aviso Financial's Wells Fargo position peaked at $318K in Q2 2024.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.