Invera Wealth Advisors’s Wells Fargo WFC Stock Holding History

Invera Wealth Advisors’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	$351K	Buy	+4,253	New	+$342K	0.19%	108

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invera Wealth Advisors's WFC Position: Q2 2026 in Review

Invera Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 4,253 shares worth $351K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings.

2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Invera Wealth Advisors held 4,253 shares of Wells Fargo worth $351K as of Q2 2026.
Wells Fargo was a new Invera Wealth Advisors position in Q2 2026.
Wells Fargo made up 0.19% of Invera Wealth Advisors's portfolio in Q2 2026, its #108 holding.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.