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 Q2	–	Sell	-1,000	Closed	-$79.6K	–	3579
2026 Q1	$79.6K	Buy	+1,000	New	+$85.9K	﹤0.01%	3049

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 2,881 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.
2,881 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.