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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CenterBook Partners's WFC Position: Q1 2026 in Review

CenterBook Partners opened a new position in Wells Fargo (WFC) in Q1 2026: 29,627 shares worth $2.36M. The stake represents 0.13% of the portfolio and ranks #206 among its holdings. This is a return to the name: CenterBook Partners previously reported a position in WFC as recently as Q1 2025.

CenterBook Partners first reported a position in WFC in Q3 2024 and has held it in 4 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • CenterBook Partners held 29,627 shares of Wells Fargo worth $2.36M as of Q1 2026.
  • Wells Fargo was a new CenterBook Partners position in Q1 2026.
  • Wells Fargo made up 0.13% of CenterBook Partners's portfolio in Q1 2026, its #206 holding.
  • CenterBook Partners first reported a position in Wells Fargo in Q3 2024 and has held it in 4 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.