Centennial Wealth Advisory’s Wells Fargo WFC Stock Holding History

Centennial Wealth Advisory’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	$287K	Buy	3,574 +85	+2%	+$7.35K	0.06%	164
2026 Q2	$288K	Buy	3,489 +6	+0.2%	+$482	0.06%	154
2026 Q1	$277K	Sell	3,483 -720	-17%	-$61.8K	0.07%	139
2025 Q4	$392K	Buy	4,203 +246	+6%	+$21.4K	0.1%	128
2025 Q3	$332K	Buy	3,957 +91	+2%	+$7.38K	0.09%	130
2025 Q2	$310K	Buy	3,866 +61	+2%	+$4.4K	0.1%	125
2025 Q1	$273K	Buy	3,805 +280	+8%	+$21K	0.1%	126
2024 Q4	$248K	Sell	3,525 -134	-4%	-$9.15K	0.1%	126
2024 Q3	$207K	Buy	+3,659	New	+$207K	0.08%	140

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Centennial Wealth Advisory's WFC Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Wells Fargo (WFC) stake by 2.4% in Q3 2026, buying an estimated $7.35K and bringing the position to 3,574 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #164.

Centennial Wealth Advisory first reported a position in WFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $392K in Q4 2025. 792 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Centennial Wealth Advisory held 3,574 shares of Wells Fargo worth $287K as of Q3 2026.
Centennial Wealth Advisory bought 85 Wells Fargo shares in Q3 2026, an estimated $7.35K.
Wells Fargo made up 0.06% of Centennial Wealth Advisory's portfolio in Q3 2026, its #164 holding.
Centennial Wealth Advisory first reported a position in Wells Fargo in Q3 2024 and has held it in 9 quarters since.
Centennial Wealth Advisory's Wells Fargo position peaked at $392K in Q4 2025.
792 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.