IVC Wealth Advisors
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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
Q3 		$860K Buy
10,744
+86
+0.8% +$7.44K 0.35% 55
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% -$9.28K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

IVC Wealth Advisors's WFC Position: Q3 2026 in Review

IVC Wealth Advisors increased its Wells Fargo (WFC) stake by 0.81% in Q3 2026, buying an estimated $7.44K and bringing the position to 10,744 shares worth $860K. The position accounts for 0.35% of the portfolio, ranked #55.

IVC Wealth Advisors first reported a position in WFC in Q4 2020 and has held it in 24 quarters since. The position peaked at $996K in Q4 2025. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • IVC Wealth Advisors held 10,744 shares of Wells Fargo worth $860K as of Q3 2026.
  • IVC Wealth Advisors bought 86 Wells Fargo shares in Q3 2026, an estimated $7.44K.
  • Wells Fargo made up 0.35% of IVC Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • IVC Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Wells Fargo position peaked at $996K in Q4 2025.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.