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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Centennial Wealth Advisory's WFC Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Wells Fargo (WFC) stake by 0.17% in Q2 2026, buying an estimated $482 and bringing the position to 3,489 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #154.

Centennial Wealth Advisory first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $392K in Q4 2025. 557 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Centennial Wealth Advisory held 3,489 shares of Wells Fargo worth $288K as of Q2 2026.
  • Centennial Wealth Advisory bought 6 Wells Fargo shares in Q2 2026, an estimated $482.
  • Wells Fargo made up 0.06% of Centennial Wealth Advisory's portfolio in Q2 2026, its #154 holding.
  • Centennial Wealth Advisory first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • Centennial Wealth Advisory's Wells Fargo position peaked at $392K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.