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 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 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

CVA Family Office's WFC Position: Q1 2026 in Review

CVA Family Office increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $92K and bringing the position to 7,496 shares worth $597K. The position accounts for 0.06% of the portfolio, ranked #173.

CVA Family Office first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $599K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

CVA Family Office held 7,496 shares of Wells Fargo worth $597K as of Q1 2026.
CVA Family Office bought 1,071 Wells Fargo shares in Q1 2026, an estimated $92K.
Wells Fargo made up 0.06% of CVA Family Office's portfolio in Q1 2026, its #173 holding.
CVA Family Office first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's Wells Fargo position peaked at $599K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.