Centerpoint Advisory Group
WFC icon

Centerpoint Advisory Group’s Wells Fargo WFC Stock Holding History

Centerpoint Advisory Group’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 		$253K Hold
3,159
– – 0.16% 98
2026
Q2 		$261K Sell
3,159
-1,000
-24% -$80.4K 0.17% 96
2026
Q1 		$331K Hold
4,159
– – 0.25% 75
2025
Q4 		$388K Hold
4,159
– – 0.3% 67
2025
Q3 		$349K Hold
4,159
– – 0.27% 70
2025
Q2 		$333K Hold
4,159
– – 0.29% 71
2025
Q1 		$299K Hold
4,159
– – 0.29% 74
2024
Q4 		$292K Buy
+4,159
New +$284K 0.28% 70

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Centerpoint Advisory Group's WFC Position: Q3 2026 in Review

Centerpoint Advisory Group held its Wells Fargo (WFC) position steady in Q3 2026 at 3,159 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #98.

Centerpoint Advisory Group first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $388K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Centerpoint Advisory Group held 3,159 shares of Wells Fargo worth $253K as of Q3 2026.
  • Centerpoint Advisory Group left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.16% of Centerpoint Advisory Group's portfolio in Q3 2026, its #98 holding.
  • Centerpoint Advisory Group first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • Centerpoint Advisory Group's Wells Fargo position peaked at $388K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Centerpoint Advisory Group's 13F filing for Q3 2026, filed 23 Oct 2026.