Cerity Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $101M | Buy |
1,224,833
+172,994
| +16% | +$13.9M | 0.12% | 152 |
|
|
2026
Q1 | $83.7M | Buy |
1,051,839
+60,179
| +6% | +$5.17M | 0.12% | 163 |
|
|
2025
Q4 | $92.4M | Buy |
991,660
+34,040
| +4% | +$2.96M | 0.13% | 146 |
|
|
2025
Q3 | $80.3M | Buy |
957,620
+18,105
| +2% | +$1.47M | 0.13% | 150 |
|
|
2025
Q2 | $75.3M | Buy |
939,515
+55,433
| +6% | +$4M | 0.13% | 153 |
|
|
2025
Q1 | $63.5M | Buy |
884,082
+34,516
| +4% | +$2.59M | 0.13% | 160 |
|
|
2024
Q4 | $57.7M | Buy |
849,566
+15,855
| +2% | +$1.08M | 0.13% | 153 |
|
|
2024
Q3 | $47.1M | Buy |
833,711
+84,768
| +11% | +$4.79M | 0.1% | 176 |
|
|
2024
Q2 | $44.5M | Sell |
748,943
-72,495
| -9% | -$4.28M | 0.12% | 162 |
|
|
2024
Q1 | $48.1M | Buy |
821,438
+371,436
| +83% | +$19.4M | 0.13% | 164 |
|
|
2023
Q4 | $22.1M | Buy |
450,002
+176,638
| +65% | +$7.62M | 0.07% | 227 |
|
|
2023
Q3 | $11.2M | Sell |
273,364
-100,922
| -27% | -$4.36M | 0.05% | 276 |
|
|
2023
Q2 | $16M | Buy |
374,286
+44,179
| +13% | +$1.78M | 0.06% | 272 |
|
|
2023
Q1 | $12.4M | Buy |
330,107
+30,564
| +10% | +$1.33M | 0.03% | 324 |
|
|
2022
Q4 | $12.6M | Buy |
299,543
+155,093
| +107% | +$6.86M | 0.08% | 229 |
|
|
2022
Q3 | $5.81M | Buy |
144,450
+7,671
| +6% | +$330K | 0.07% | 217 |
|
|
2022
Q2 | $5.36M | Buy |
136,779
+46,970
| +52% | +$2.06M | 0.06% | 239 |
|
|
2022
Q1 | $4.35M | Buy |
89,809
+84,031
| +1,454% | +$4.5M | 0.07% | 211 |
|
|
2021
Q4 | $6.61M | Sell |
5,778
-125,403
| -96% | -$6.17M | 0.1% | 169 |
|
|
2021
Q3 | $6.09M | Buy |
131,181
+4,778
| +4% | +$221K | 0.13% | 141 |
|
|
2021
Q2 | $5.72M | Buy |
126,403
+7,605
| +6% | +$340K | 0.13% | 148 |
|
|
2021
Q1 | $4.64M | Buy |
118,798
+1,405
| +1% | +$49.7K | 0.11% | 154 |
|
|
2020
Q4 | $3.54M | Sell |
117,393
-3,886
| -3% | -$101K | 0.11% | 147 |
|
|
2020
Q3 | $2.85M | Buy |
121,279
+20,687
| +21% | +$510K | 0.12% | 136 |
|
|
2020
Q2 | $2.57M | Sell |
100,592
-87,094
| -46% | -$2.38M | 0.14% | 120 |
|
|
2020
Q1 | $5.38M | Buy |
187,686
+10,084
| +6% | +$429K | 0.34% | 58 |
|
|
2019
Q4 | $9.55M | Sell |
177,602
-6,392
| -3% | -$335K | 0.49% | 41 |
|
|
2019
Q3 | $9.28M | Buy |
183,994
+4,754
| +3% | +$224K | 0.54% | 44 |
|
|
2019
Q2 | $8.48M | Buy |
179,240
+106,353
| +146% | +$4.97M | 0.53% | 43 |
|
|
2019
Q1 | $3.52M | Buy |
72,887
+1,251
| +2% | +$61.5K | 0.24% | 89 |
|
|
2018
Q4 | $3.3M | Sell |
71,636
-2,061
| -3% | -$106K | 0.22% | 102 |
|
|
2018
Q3 | $3.87M | Buy |
73,697
+1,613
| +2% | +$92.1K | 0.27% | 98 |
|
|
2018
Q2 | $4M | Buy |
72,084
+16,713
| +30% | +$895K | 0.3% | 86 |
|
|
2018
Q1 | $2.9M | Sell |
55,371
-25,055
| -31% | -$1.49M | 0.22% | 119 |
|
|
2017
Q4 | $4.88M | Sell |
80,426
-14,590
| -15% | -$824K | 0.33% | 70 |
|
|
2017
Q3 | $5.24M | Buy |
95,016
+88,102
| +1,274% | +$4.68M | 0.37% | 55 |
|
|
2017
Q2 | $424K | Sell |
6,914
-118,966
| -95% | -$6.37M | 0.04% | 247 |
|
|
2017
Q1 | $7.01M | Buy |
125,880
+77,572
| +161% | +$4.4M | 0.58% | 27 |
|
|
2016
Q4 | $2.66M | Buy |
+48,308
| New | +$2.43M | 3.66% | 2 |
|
Other funds holding WFC
VCM
VPM
Cerity Partners's WFC Position: Q2 2026 in Review
Cerity Partners increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,224,833 shares worth $101M. The position accounts for 0.12% of the portfolio, ranked #152.
Cerity Partners first reported a position in WFC in Q4 2016 and has held it in 39 quarters since. 2,637 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Cerity Partners held 1,224,833 shares of Wells Fargo worth $101M as of Q2 2026.
- Cerity Partners bought 172,994 Wells Fargo shares in Q2 2026, an estimated $13.9M.
- Wells Fargo made up 0.12% of Cerity Partners's portfolio in Q2 2026, its #152 holding.
- Cerity Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 39 quarters since.
- 2,637 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.