Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,143,598
+$77,162 QoQ
Shares Held
25,939
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#989
of 2,858 holders
Holding Since
Dec 2023
11 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, 2026AVISO WEALTH MANAGEMENT holds $8,486,781 across 4 Banks - Diversified names. WFC ranks #2 (25.3% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,598 | 25,939 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,066,436 | 25,957 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,293,931 | 24,613 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,046,046 | 24,410 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,884,742 | 23,524 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,731,072 | 24,113 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,986,246 | 28,278 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $937,451 | 16,595 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $666,771 | 11,227 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $624,113 | 10,768 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $538,909 | 10,949 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||