Cerro Pacific Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Cerro Pacific Wealth Advisors's WFC Position: Q2 2026 in Review
Cerro Pacific Wealth Advisors increased its Wells Fargo (WFC) stake by 0.72% in Q2 2026, buying an estimated $4.02K and bringing the position to 6,952 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #109.
Cerro Pacific Wealth Advisors first reported a position in WFC in Q4 2020 and has held it in 10 quarters since. The position peaked at $626K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Cerro Pacific Wealth Advisors held 6,952 shares of Wells Fargo worth $575K as of Q2 2026.
- Cerro Pacific Wealth Advisors bought 50 Wells Fargo shares in Q2 2026, an estimated $4.02K.
- Wells Fargo made up 0.13% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #109 holding.
- Cerro Pacific Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 10 quarters since.
- Cerro Pacific Wealth Advisors's Wells Fargo position peaked at $626K in Q4 2025.
- 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.