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Central Valley Advisors’s Wells Fargo WFC Stock Holding History

Central Valley 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
Q3 		– Sell
-3,107
Closed -$257K – 201
2026
Q2 		$257K Sell
3,107
-117
-4% -$9.4K 0.07% 163
2026
Q1 		$257K Buy
+3,224
New +$277K 0.07% 160

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

Central Valley Advisors's WFC Position: Q3 2026 in Review

Central Valley Advisors sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 3,107 shares — an estimated $257K sold.

Central Valley Advisors first reported a position in WFC in Q1 2026 and held it in 2 quarters. The position peaked at $257K in Q1 2026. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Central Valley Advisors reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Central Valley Advisors sold 3,107 Wells Fargo shares in Q3 2026, an estimated $257K.
  • Central Valley Advisors first reported a position in Wells Fargo in Q1 2026 and held it in 2 quarters.
  • Central Valley Advisors's Wells Fargo position peaked at $257K in Q1 2026.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.