Avantra Family Wealth, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1774744
MECHANICSBURG, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,632,579
+$29,173 QoQ
Shares Held
31,856
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#894
of 2,858 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $6,822,913 across 3 Banks - Diversified names. WFC ranks #2 (38.6% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,632,579 | 31,856 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,603,406 | 32,702 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,956,770 | 31,725 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,643,431 | 31,537 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,568,406 | 32,057 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,198,138 | 30,619 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,132,275 | 30,357 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||