Tred Avon Family Wealth’s Wells Fargo WFC Stock Holding History

Tred Avon Family Wealth’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	–	Sell	-3,050	Closed	-$284K	–	271
2025 Q4	$284K	Sell	3,050 -350	-10%	-$30.4K	0.09%	218
2025 Q3	$285K	Buy	+3,400	New	+$276K	0.1%	215

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

Tred Avon Family Wealth's WFC Position: Q1 2026 in Review

Tred Avon Family Wealth sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 3,050 shares — an estimated $284K sold.

Tred Avon Family Wealth first reported a position in WFC in Q3 2025 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 2,804 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Tred Avon Family Wealth reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Tred Avon Family Wealth sold 3,050 Wells Fargo shares in Q1 2026, an estimated $284K.
Tred Avon Family Wealth first reported a position in Wells Fargo in Q3 2025 and held it in 2 quarters.
Tred Avon Family Wealth's Wells Fargo position peaked at $285K in Q3 2025.
2,804 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.