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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
4,797
Value
$396.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,797$396.0K0.1%+126+2.7%AddedHolders
Q1 20264,671$371.0K0.1%−967−17.2%ReducedHolders
Q4 20255,638$525.0K0.1%−4−0.1%ReducedHolders
Q3 20255,642$472.0K0.1%−6,769−54.5%ReducedHolders
Q2 202512,411$994.0K0.2%+4,123+49.7%AddedHolders
Q1 20258,288$582.0K0.1%00.0%UnchangedHolders
Q4 20248,288$582.0K0.1%−5,730−40.9%ReducedHolders
Q3 202414,018$791.0K0.2%−20.0%ReducedHolders
Q2 202414,020$832.0K0.2%−1,452−9.4%ReducedHolders
Q1 202415,472$897.0K0.2%−1,777−10.3%ReducedHolders
Q4 202317,249$849.0K0.2%−40.0%ReducedHolders
Q3 202317,253$704.0K0.2%+3,258+23.3%AddedHolders
Q2 202313,995$597.0K0.2%+6,755+93.3%AddedHolders
Q1 20237,240$298.0K0.1%+92+1.3%AddedHolders
Q4 20227,148$287.0K0.1%00.0%UnchangedHolders
Q3 20227,148$287.0K0.1%−715−9.1%ReducedHolders
Q2 20227,863$308.0K0.1%00.0%UnchangedHolders
Q1 20227,863$381.0K0.1%00.0%UnchangedHolders
Q4 20217,863$377.0K0.1%00.0%UnchangedHolders
Q3 20217,863$365.0K0.1%00.0%UnchangedHolders
Q2 20217,863$356.0K0.1%00.0%UnchangedHolders
Q1 20217,863$307.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.