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Avity Investment Management’s Wells Fargo WFC Stock Holding History

Avity Investment 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 		– Sell
-4,445
Closed -$354K – 123
2026
Q1 		$354K Buy
4,445
+400
+10% +$34.4K 0.03% 97
2025
Q4 		$377K Buy
4,045
+190
+5% +$16.5K 0.03% 91
2025
Q3 		$323K Sell
3,855
-370
-9% -$30K 0.02% 91
2025
Q2 		$339K Sell
4,225
-550
-12% -$39.7K 0.03% 90
2025
Q1 		$343K Buy
4,775
+1,250
+35% +$93.8K 0.03% 84
2024
Q4 		$248K Buy
+3,525
New +$241K 0.02% 97
2018
Q2 		– Sell
-80,462
Closed -$4.22M – 83
2018
Q1 		$4.22M Sell
80,462
-140
-0.2% -$8.32K 0.55% 33
2017
Q4 		$4.89M Sell
80,602
-1,350
-2% -$76.2K 0.62% 32
2017
Q3 		$4.52M Sell
81,952
-24,115
-23% -$1.28M 0.6% 31
2017
Q2 		$5.88M Sell
106,067
-271,359
-72% -$14.5M 0.8% 31
2017
Q1 		$21M Sell
377,426
-112,925
-23% -$6.41M 2.95% 21
2016
Q4 		$27M Buy
490,351
+32,585
+7% +$1.64M 4.07% 1
2016
Q3 		$20.9M Buy
457,766
+23,124
+5% +$1.11M 3.23% 15
2016
Q2 		$20.6M Sell
434,642
-544
-0.1% -$26.5K 3.3% 12
2016
Q1 		$21M Sell
435,186
-6,089
-1% -$298K 3.37% 11
2015
Q4 		$24M Buy
441,275
+5,482
+1% +$298K 3.78% 6
2015
Q3 		$23.1M Buy
435,793
+10,880
+3% +$598K 3.74% 7
2015
Q2 		$23.9M Sell
424,913
-1,607
-0.4% -$89.6K 3.76% 3
2015
Q1 		$23.2M Buy
426,520
+4,575
+1% +$247K 3.69% 5
2014
Q4 		$23.1M Buy
421,945
+6,761
+2% +$358K 3.71% 6
2014
Q3 		$21.5M Sell
415,184
-499
-0.1% -$25.7K 3.67% 5
2014
Q2 		$21.8M Sell
415,683
-18,113
-4% -$911K 3.74% 4
2014
Q1 		$21.6M Sell
433,796
-9,883
-2% -$460K 4.04% 4
2013
Q4 		$20.1M Sell
443,679
-19,128
-4% -$826K 3.84% 6
2013
Q3 		$19.1M Sell
462,807
-17,765
-4% -$758K 3.96% 6
2013
Q2 		$19.8M Buy
+480,572
New +$18.7M 4.25% 5

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avity Investment Management's WFC Position: Q2 2026 in Review

Avity Investment Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 4,445 shares — an estimated $354K sold.

Avity Investment Management first reported a position in WFC in Q2 2013 and held it in 26 quarters. The position peaked at $27M in Q4 2016. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Avity Investment Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Avity Investment Management sold 4,445 Wells Fargo shares in Q2 2026, an estimated $354K.
  • Avity Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 26 quarters.
  • Avity Investment Management's Wells Fargo position peaked at $27M in Q4 2016.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.