Cerity Partners
WFC icon

Cerity Partners’s Wells Fargo WFC Stock Holding History

Cerity Partners’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
Q1 		$79.6K Buy
+1,000
New +$85.9K ﹤0.01% 3049

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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's WFC Position: Q1 2026 in Review

Cerity Partners increased its Wells Fargo (WFC) stake by 6.1% in Q1 2026, buying an estimated $5.17M and bringing the position to 1,051,839 shares worth $83.7M. The position accounts for 0.12% of the portfolio, ranked #163.

Cerity Partners first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $92.4M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Cerity Partners held 1,051,839 shares of Wells Fargo worth $83.7M as of Q1 2026.
  • Cerity Partners bought 60,179 Wells Fargo shares in Q1 2026, an estimated $5.17M.
  • Wells Fargo made up 0.12% of Cerity Partners's portfolio in Q1 2026, its #163 holding.
  • Cerity Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
  • Cerity Partners's Wells Fargo position peaked at $92.4M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.