CenterBook Partners
WFC icon

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
Q3 		$2.65M Buy
+33,095
New +$2.86M 0.12% 213
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CenterBook Partners's WFC Position: Q3 2026 in Review

CenterBook Partners opened a new position in Wells Fargo (WFC) in Q3 2026: 33,095 shares worth $2.65M. The stake represents 0.12% of the portfolio and ranks #213 among its holdings. This is a return to the name: CenterBook Partners previously reported a position in WFC as recently as Q1 2026.

CenterBook Partners first reported a position in WFC in Q3 2024 and has held it in 5 quarters since. 1,314 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • CenterBook Partners held 33,095 shares of Wells Fargo worth $2.65M as of Q3 2026.
  • Wells Fargo was a new CenterBook Partners position in Q3 2026.
  • Wells Fargo made up 0.12% of CenterBook Partners's portfolio in Q3 2026, its #213 holding.
  • CenterBook Partners first reported a position in Wells Fargo in Q3 2024 and has held it in 5 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on CenterBook Partners's 13F filing for Q3 2026, filed 2 Nov 2026.