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Centricity Wealth Management’s Wells Fargo WFC Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$58.7K Hold
733
– – 0.05% 152
2025
Q1 		$52.6K Hold
733
– – 0.05% 166
2024
Q4 		$51.5K Buy
+733
New +$50K 0.05% 164

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's WFC Position: Q2 2025 in Review

Centricity Wealth Management held its Wells Fargo (WFC) position steady in Q2 2025 at 733 shares worth $58.7K. The position accounts for 0.05% of the portfolio, ranked #152.

Centricity Wealth Management first reported a position in WFC in Q4 2024 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Centricity Wealth Management held 733 shares of Wells Fargo worth $58.7K as of Q2 2025.
  • Centricity Wealth Management left its Wells Fargo share count unchanged in Q2 2025.
  • Wells Fargo made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #152 holding.
  • Centricity Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.