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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
2025
Q4 		– Sell
-1,600
Closed -$134K – 335
2025
Q3 		$134K Buy
+1,600
New +$130K 0.03% 297

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Centurion Wealth Management's WFC Position: Q2 2026 in Review

Centurion Wealth Management reduced its Wells Fargo (WFC) stake by 3% in Q2 2026, selling an estimated $10.1K and leaving 4,077 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #206.

Centurion Wealth Management first reported a position in WFC in Q4 2022 and has held it in 10 quarters since. The position peaked at $393K in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Centurion Wealth Management held 4,077 shares of Wells Fargo worth $337K as of Q2 2026.
  • Centurion Wealth Management sold 126 Wells Fargo shares in Q2 2026, an estimated $10.1K.
  • Wells Fargo made up 0.08% of Centurion Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Centurion Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 10 quarters since.
  • Centurion Wealth Management's Wells Fargo position peaked at $393K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.