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 Q3	$1.96M	Sell	24,474 -1,465	-6%	-$127K	0.75%	35
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Aviso Wealth Management's WFC Position: Q3 2026 in Review

Aviso Wealth Management reduced its Wells Fargo (WFC) stake by 5.6% in Q3 2026, selling an estimated $127K and leaving 24,474 shares worth $1.96M. The position accounts for 0.75% of the portfolio, ranked #35.

Aviso Wealth Management first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Aviso Wealth Management held 24,474 shares of Wells Fargo worth $1.96M as of Q3 2026.
Aviso Wealth Management sold 1,465 Wells Fargo shares in Q3 2026, an estimated $127K.
Wells Fargo made up 0.75% of Aviso Wealth Management's portfolio in Q3 2026, its #35 holding.
Aviso Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Wells Fargo position peaked at $2.29M in Q4 2025.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.