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CenterBook Partners’s Wells Fargo WFC Stock Holding History

CenterBook Partners’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 		– Sell
-29,627
Closed -$2.36M – 885
2026
Q1 		$2.36M Buy
+29,627
New +$2.54M 0.13% 206
2025
Q2 		– Sell
-5,321
Closed -$382K – 607
2025
Q1 		$382K Sell
5,321
-889
-14% -$66.7K 0.02% 428
2024
Q4 		$436K Sell
6,210
-6,829
-52% -$466K 0.03% 426
2024
Q3 		$737K Buy
+13,039
New +$737K 0.05% 343

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CenterBook Partners's WFC Position: Q2 2026 in Review

CenterBook Partners sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 29,627 shares — an estimated $2.36M sold.

CenterBook Partners first reported a position in WFC in Q3 2024 and held it in 4 quarters. The position peaked at $2.36M in Q1 2026. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CenterBook Partners reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • CenterBook Partners sold 29,627 Wells Fargo shares in Q2 2026, an estimated $2.36M.
  • CenterBook Partners first reported a position in Wells Fargo in Q3 2024 and held it in 4 quarters.
  • CenterBook Partners's Wells Fargo position peaked at $2.36M in Q1 2026.
  • 2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.