CFO
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CVA Family Office’s Wells Fargo WFC Stock Holding History

CVA Family Office’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 		$614K Sell
7,425
-71
-0.9% -$5.71K 0.06% 179
2026
Q1 		$597K Buy
7,496
+1,071
+17% +$92K 0.06% 173
2025
Q4 		$599K Sell
6,425
-19
-0.3% -$1.65K 0.07% 151
2025
Q3 		$540K Buy
6,444
+58
+0.9% +$4.7K 0.07% 162
2025
Q2 		$512K Sell
6,386
-185
-3% -$13.3K 0.07% 164
2025
Q1 		$472K Buy
6,571
+602
+10% +$45.2K 0.07% 169
2024
Q4 		$419K Buy
5,969
+826
+16% +$56.4K 0.07% 179
2024
Q3 		$291K Buy
5,143
+30
+0.6% +$1.7K 0.05% 204
2024
Q2 		$304K Buy
5,113
+29
+0.6% +$1.71K 0.05% 192
2024
Q1 		$295K Buy
5,084
+39
+0.8% +$2.04K 0.05% 196
2023
Q4 		$248K Sell
5,045
-1,421
-22% -$61.3K 0.05% 203
2023
Q3 		$264K Buy
6,466
+390
+6% +$16.8K 0.06% 184
2023
Q2 		$259K Sell
6,076
-2,389
-28% -$96.2K 0.05% 187
2023
Q1 		$316K Buy
8,465
+838
+11% +$36.5K 0.07% 157
2022
Q4 		$315K Sell
7,627
-680
-8% -$30.1K 0.08% 148
2022
Q3 		$334K Buy
8,307
+1,010
+14% +$43.4K 0.09% 131
2022
Q2 		$286K Buy
7,297
+675
+10% +$29.6K 0.08% 131
2022
Q1 		$321K Hold
6,622
– – 0.08% 134
2021
Q4 		$318K Buy
6,622
+4,622
+231% +$228K 0.08% 128
2021
Q3 		$47K Sell
2,000
-4,392
-69% -$203K 0.03% 192
2021
Q2 		$289K Buy
6,392
+1,275
+25% +$56.9K 0.08% 126
2021
Q1 		$200K Buy
5,117
+3,116
+156% +$110K 0.08% 119
2020
Q4 		$60K Buy
2,001
+1
+0.1% +$26 0.04% 174
2020
Q3 		$47K Buy
2,000
+1,000
+100% +$24.6K 0.03% 192
2020
Q2 		$26K Sell
1,000
-1,903
-66% -$52.1K 0.02% 200
2020
Q1 		$83K Buy
+2,903
New +$123K 0.08% 111

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CVA Family Office's WFC Position: Q2 2026 in Review

CVA Family Office reduced its Wells Fargo (WFC) stake by 0.95% in Q2 2026, selling an estimated $5.71K and leaving 7,425 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #179.

CVA Family Office first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CVA Family Office held 7,425 shares of Wells Fargo worth $614K as of Q2 2026.
  • CVA Family Office sold 71 Wells Fargo shares in Q2 2026, an estimated $5.71K.
  • Wells Fargo made up 0.06% of CVA Family Office's portfolio in Q2 2026, its #179 holding.
  • CVA Family Office first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.