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 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

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 Advisory Group's WFC Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Wells Fargo (WFC) stake by 24% in Q2 2026, selling an estimated $80.4K and leaving 3,159 shares worth $261K. The position accounts for 0.17% of the portfolio, ranked #96.

Centerpoint Advisory Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Centerpoint Advisory Group held 3,159 shares of Wells Fargo worth $261K as of Q2 2026.
Centerpoint Advisory Group sold 1,000 Wells Fargo shares in Q2 2026, an estimated $80.4K.
Wells Fargo made up 0.17% of Centerpoint Advisory Group's portfolio in Q2 2026, its #96 holding.
Centerpoint Advisory Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's Wells Fargo position peaked at $388K in Q4 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.