Centurion Wealth Management
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Centurion Wealth Management’s Wells Fargo WFC Stock Holding History

Centurion 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
2026
Q3 		$294K Sell
3,667
-410
-10% -$35.5K 0.07% 224
2026
Q2 		$337K Sell
4,077
-126
-3% -$10.1K 0.08% 206
2026
Q1 		$335K Sell
4,203
-12
-0.3% -$1.03K 0.08% 217
2025
Q4 		$393K Buy
4,215
+56
+1% +$4.86K 0.09% 189
2025
Q3 		$349K Sell
4,159
-58
-1% -$4.7K 0.08% 204
2025
Q2 		$338K Buy
4,217
+78
+2% +$5.62K 0.1% 165
2025
Q1 		$291K Hold
4,139
– – 0.09% 162
2024
Q4 		$291K Sell
4,139
-11
-0.3% -$751 0.09% 162
2024
Q3 		$234K Buy
+4,150
New +$235K 0.07% 182
2024
Q1 		$236K Buy
+4,079
New +$213K 0.09% 157
2023
Q1 		– Sell
-4,915
Closed -$203K – 168
2022
Q4 		$203K Buy
+4,915
New +$218K 0.11% 146

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Centurion Wealth Management's WFC Position: Q3 2026 in Review

Centurion Wealth Management reduced its Wells Fargo (WFC) stake by 10% in Q3 2026, selling an estimated $35.5K and leaving 3,667 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #224.

Centurion Wealth Management first reported a position in WFC in Q4 2022 and has held it in 11 quarters since. The position peaked at $393K in Q4 2025. 856 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Centurion Wealth Management held 3,667 shares of Wells Fargo worth $294K as of Q3 2026.
  • Centurion Wealth Management sold 410 Wells Fargo shares in Q3 2026, an estimated $35.5K.
  • Wells Fargo made up 0.07% of Centurion Wealth Management's portfolio in Q3 2026, its #224 holding.
  • Centurion Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 11 quarters since.
  • Centurion Wealth Management's Wells Fargo position peaked at $393K in Q4 2025.
  • 856 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.