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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Central Valley Advisors's WFC Position: Q2 2026 in Review

Central Valley Advisors reduced its Wells Fargo (WFC) stake by 3.6% in Q2 2026, selling an estimated $9.4K and leaving 3,107 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #163.

Central Valley Advisors first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $257K in Q1 2026. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Central Valley Advisors held 3,107 shares of Wells Fargo worth $257K as of Q2 2026.
  • Central Valley Advisors sold 117 Wells Fargo shares in Q2 2026, an estimated $9.4K.
  • Wells Fargo made up 0.07% of Central Valley Advisors's portfolio in Q2 2026, its #163 holding.
  • Central Valley Advisors first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • Central Valley Advisors's Wells Fargo position peaked at $257K in Q1 2026.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.