Cedar Mountain Advisors
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Cedar Mountain Advisors’s Wells Fargo WFC Stock Holding History

Cedar Mountain 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 		$52.4K Hold
655
– – 0.01% 155
2026
Q2 		$54.1K Hold
655
– – 0.01% 167
2026
Q1 		$52.1K Buy
655
+302
+86% +$25.9K 0.01% 147
2025
Q4 		$32.9K Hold
353
– – 0.01% 144
2025
Q3 		$29.6K Buy
353
+68
+24% +$5.51K 0.01% 149
2025
Q2 		$22.8K Sell
285
-45
-14% -$3.24K ﹤0.01% 152
2025
Q1 		$23.7K Hold
330
– – 0.01% 141
2024
Q4 		$23.2K Sell
330
-146
-31% -$10K 0.01% 145
2024
Q3 		$26.9K Hold
476
– – 0.01% 128
2024
Q2 		$28.3K Sell
476
-149
-24% -$8.8K 0.01% 110
2024
Q1 		$36.2K Sell
625
-18
-3% -$942 0.01% 94
2023
Q4 		$31.6K Hold
643
– – 0.01% 98
2023
Q3 		$26.3K Hold
643
– – 0.01% 97
2023
Q2 		$27.4K Buy
643
+79
+14% +$3.18K 0.01% 104
2023
Q1 		$21.1K Sell
564
-33
-6% -$1.44K 0.01% 113
2022
Q4 		$24.6K Hold
597
– – 0.01% 100
2022
Q3 		$24K Buy
597
+77
+15% +$3.31K 0.01% 98
2022
Q2 		$20K Hold
520
– – 0.01% 110
2022
Q1 		$25K Sell
520
-97
-16% -$5.19K 0.01% 112
2021
Q4 		$30K Hold
617
– – 0.01% 102
2021
Q3 		$29K Sell
617
-66
-10% -$3.06K 0.01% 105
2021
Q2 		$31K Hold
683
– – 0.01% 96
2021
Q1 		$27K Hold
683
– – 0.01% 111
2020
Q4 		$21K Hold
683
– – 0.01% 119
2020
Q3 		$16K Buy
683
+218
+47% +$5.37K 0.01% 125
2020
Q2 		$12K Hold
465
– – 0.01% 137
2020
Q1 		$13K Buy
465
+60
+15% +$2.55K 0.01% 115
2019
Q4 		$22K Buy
+405
New +$21.2K 0.01% 104

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Cedar Mountain Advisors's WFC Position: Q3 2026 in Review

Cedar Mountain Advisors held its Wells Fargo (WFC) position steady in Q3 2026 at 655 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #155.

Cedar Mountain Advisors first reported a position in WFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $54.1K in Q2 2026. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Cedar Mountain Advisors held 655 shares of Wells Fargo worth $52.4K as of Q3 2026.
  • Cedar Mountain Advisors left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #155 holding.
  • Cedar Mountain Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Wells Fargo position peaked at $54.1K in Q2 2026.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.