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IVC Wealth Advisors’s Wells Fargo WFC Stock Holding History

IVC 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 		$881K Sell
10,658
-25
-0.2% -$2.01K 0.34% 57
2026
Q1 		$850K Sell
10,683
-8
-0.1% -$687 0.37% 53
2025
Q4 		$996K Buy
10,691
+12
+0.1% +$1.04K 0.43% 46
2025
Q3 		$895K Sell
10,679
-514
-5% -$41.7K 0.4% 49
2025
Q2 		$897K Sell
11,193
-1,559
-12% -$112K 0.44% 49
2025
Q1 		$915K Sell
12,752
-33
-0.3% -$2.48K 0.49% 46
2024
Q4 		$898K Sell
12,785
-136
-1% -$9.29K 0.5% 43
2024
Q3 		$730K Sell
12,921
-2,218
-15% -$125K 0.4% 58
2024
Q2 		$899K Sell
15,139
-51
-0.3% -$3.01K 0.5% 50
2024
Q1 		$880K Buy
15,190
+50
+0.3% +$2.62K 0.51% 51
2023
Q4 		$745K Sell
15,140
-2,467
-14% -$106K 0.46% 56
2023
Q3 		$719K Buy
17,607
+54
+0.3% +$2.33K 0.48% 53
2023
Q2 		$749K Buy
17,553
+3,092
+21% +$124K 0.47% 60
2023
Q1 		$541K Sell
14,461
-9,506
-40% -$414K 0.38% 68
2022
Q4 		$631K Buy
23,967
+15,320
+177% +$678K 0.47% 63
2022
Q3 		$348K Buy
8,647
+16
+0.2% +$687 0.28% 89
2022
Q2 		$338K Sell
8,631
-6,656
-44% -$292K 0.26% 97
2022
Q1 		$741K Sell
15,287
-15
-0.1% -$803 0.49% 52
2021
Q4 		$734K Buy
15,302
+7
+0% +$345 0.47% 56
2021
Q3 		$710K Buy
15,295
+8
+0.1% +$370 0.49% 54
2021
Q2 		$692K Buy
15,287
+4
+0% +$179 0.49% 56
2021
Q1 		$597K Sell
15,283
-496
-3% -$17.6K 0.47% 63
2020
Q4 		$476K Buy
+15,779
New +$408K 0.45% 62

Other funds holding WFC

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

IVC Wealth Advisors reduced its Wells Fargo (WFC) stake by 0.23% in Q2 2026, selling an estimated $2.01K and leaving 10,658 shares worth $881K. The position accounts for 0.34% of the portfolio, ranked #57.

IVC Wealth Advisors first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $996K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • IVC Wealth Advisors held 10,658 shares of Wells Fargo worth $881K as of Q2 2026.
  • IVC Wealth Advisors sold 25 Wells Fargo shares in Q2 2026, an estimated $2.01K.
  • Wells Fargo made up 0.34% of IVC Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • IVC Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Wells Fargo position peaked at $996K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.