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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aviso Wealth Management's WFC Position: Q1 2026 in Review

Aviso Wealth Management increased its Wells Fargo (WFC) stake by 5.5% in Q1 2026, buying an estimated $115K and bringing the position to 25,957 shares worth $2.07M. The position accounts for 0.93% of the portfolio, ranked #28.

Aviso Wealth Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.29M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Aviso Wealth Management held 25,957 shares of Wells Fargo worth $2.07M as of Q1 2026.
Aviso Wealth Management bought 1,344 Wells Fargo shares in Q1 2026, an estimated $115K.
Wells Fargo made up 0.93% of Aviso Wealth Management's portfolio in Q1 2026, its #28 holding.
Aviso Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Wells Fargo position peaked at $2.29M in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.