Centerpoint Advisors’s Wells Fargo WFC Stock Holding History

Centerpoint Advisors’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	$137K	Hold	1,653	–	–	0.04%	103
2026 Q1	$132K	Hold	1,653	–	–	0.04%	103
2025 Q4	$154K	Sell	1,653 -16	-1%	-$1.39K	0.05%	99
2025 Q3	$140K	Buy	1,669 +190	+13%	+$15.4K	0.04%	108
2025 Q2	$118K	Buy	1,479 +16	+1%	+$1.15K	0.04%	106
2025 Q1	$105K	Hold	1,463	–	–	0.04%	116
2024 Q4	$103K	Hold	1,463	–	–	0.04%	121
2024 Q3	$83K	Sell	1,463 -400	-21%	-$22.6K	0.03%	135
2024 Q2	$111K	Sell	1,863 -161	-8%	-$9.51K	0.04%	122
2024 Q1	$117K	Buy	2,024 +1,137	+128%	+$59.5K	0.04%	111
2023 Q4	$44K	Buy	887 +759	+593%	+$32.8K	0.02%	164
2023 Q3	$5K	Hold	128	–	–	﹤0.01%	394
2023 Q2	$5K	Hold	128	–	–	﹤0.01%	396
2023 Q1	$5K	Buy	+128	New	+$5.58K	﹤0.01%	395
2022 Q1	–	Sell	-558	Closed	-$27K	–	472
2021 Q4	$27K	Hold	558	–	–	0.01%	164
2021 Q3	$26K	Hold	558	–	–	0.01%	157
2021 Q2	$25K	Buy	+558	New	+$24.9K	0.01%	162
2020 Q3	–	Sell	-88	Closed	-$2K	–	284
2020 Q2	$2K	Sell	88 -2,500	-97%	-$68.4K	﹤0.01%	251
2020 Q1	$74K	Sell	2,588 -470	-15%	-$20K	0.07%	61
2019 Q4	$165K	Hold	3,058	–	–	0.12%	47
2019 Q3	$154K	Sell	3,058 -150	-5%	-$7.07K	0.12%	51
2019 Q2	$152K	Hold	3,208	–	–	0.12%	55
2019 Q1	$155K	Hold	3,208	–	–	0.13%	50
2018 Q4	$148K	Buy	3,208 +70	+2%	+$3.58K	0.14%	47
2018 Q3	$165K	Hold	3,138	–	–	0.13%	50
2018 Q2	$174K	Sell	3,138 -1,493	-32%	-$80K	0.15%	48
2018 Q1	$243K	Buy	4,631 +1,414	+44%	+$84K	0.21%	35
2017 Q4	$195K	Buy	+3,217	New	+$182K	0.17%	33

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centerpoint Advisors's WFC Position: Q2 2026 in Review

Centerpoint Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 1,653 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #103.

Centerpoint Advisors first reported a position in WFC in Q4 2017 and has held it in 28 quarters since. The position peaked at $243K in Q1 2018. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Centerpoint Advisors held 1,653 shares of Wells Fargo worth $137K as of Q2 2026.
Centerpoint Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.04% of Centerpoint Advisors's portfolio in Q2 2026, its #103 holding.
Centerpoint Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 28 quarters since.
Centerpoint Advisors's Wells Fargo position peaked at $243K in Q1 2018.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.