Aviso Wealth Management’s Wells Fargo WFC Stock Holding History

Aviso 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	$2.14M	Sell	25,939 -18	-0.1%	-$1.45K	0.73%	31
2026 Q1	$2.07M	Buy	25,957 +1,344	+5%	+$115K	0.93%	28
2025 Q4	$2.29M	Buy	24,613 +203	+0.8%	+$17.6K	0.96%	27
2025 Q3	$2.05M	Buy	24,410 +886	+4%	+$71.8K	0.89%	26
2025 Q2	$1.88M	Sell	23,524 -589	-2%	-$42.5K	0.88%	27
2025 Q1	$1.73M	Sell	24,113 -4,165	-15%	-$313K	0.92%	27
2024 Q4	$1.99M	Buy	28,278 +11,683	+70%	+$798K	1.01%	21
2024 Q3	$937K	Buy	16,595 +5,368	+48%	+$304K	0.51%	52
2024 Q2	$667K	Buy	11,227 +459	+4%	+$27.1K	0.4%	67
2024 Q1	$624K	Sell	10,768 -181	-2%	-$9.47K	0.39%	64
2023 Q4	$539K	Buy	+10,949	New	+$472K	0.39%	63

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aviso Wealth Management reduced its Wells Fargo (WFC) stake by 0.07% in Q2 2026, selling an estimated $1.45K and leaving 25,939 shares worth $2.14M. The position accounts for 0.73% of the portfolio, ranked #31.

Aviso Wealth Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Aviso Wealth Management held 25,939 shares of Wells Fargo worth $2.14M as of Q2 2026.
Aviso Wealth Management sold 18 Wells Fargo shares in Q2 2026, an estimated $1.45K.
Wells Fargo made up 0.73% of Aviso Wealth Management's portfolio in Q2 2026, its #31 holding.
Aviso Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Wells Fargo position peaked at $2.29M in Q4 2025.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.