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WFC icon

Certuity’s Wells Fargo WFC Stock Holding History

Certuity’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 		$25.8M Sell
312,648
-146
-0% -$11.7K 1.27% 15
2026
Q1 		$24.9M Buy
312,794
+663
+0.2% +$56.9K 1.63% 12
2025
Q4 		$29.1M Buy
312,131
+301
+0.1% +$26.1K 1.83% 10
2025
Q3 		$26.1M Sell
311,830
-616
-0.2% -$50K 1.79% 12
2025
Q2 		$25M Sell
312,446
-145
-0% -$10.5K 2.35% 9
2025
Q1 		$22.4M Sell
312,591
-29
-0% -$2.18K 2.35% 10
2024
Q4 		$22M Buy
312,620
+5,709
+2% +$390K 2.39% 10
2024
Q3 		$17.3M Buy
306,911
+313
+0.1% +$17.7K 1.87% 14
2024
Q2 		$18.2M Buy
306,598
+2,278
+0.7% +$134K 1.45% 18
2024
Q1 		$17.6M Sell
304,320
-2,242
-0.7% -$117K 1.55% 18
2023
Q4 		$15.1M Buy
306,562
+655
+0.2% +$28.3K 1.53% 18
2023
Q3 		$12.5M Buy
305,907
+484
+0.2% +$20.9K 1.47% 20
2023
Q2 		$13M Buy
305,423
+1,307
+0.4% +$52.6K 1.48% 20
2023
Q1 		$11.4M Buy
304,116
+283
+0.1% +$12.3K 1.68% 20
2022
Q4 		$12.5M Buy
+303,833
New +$13.4M 1.99% 18
2021
Q2 		– Sell
-6,058
Closed -$237K – 379
2021
Q1 		$237K Buy
+6,058
New +$214K 0.06% 254

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Certuity's WFC Position: Q2 2026 in Review

Certuity reduced its Wells Fargo (WFC) stake by 0.05% in Q2 2026, selling an estimated $11.7K and leaving 312,648 shares worth $25.8M. The position accounts for 1.27% of the portfolio, ranked #15.

Certuity first reported a position in WFC in Q1 2021 and has held it in 16 quarters since. The position peaked at $29.1M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Certuity held 312,648 shares of Wells Fargo worth $25.8M as of Q2 2026.
  • Certuity sold 146 Wells Fargo shares in Q2 2026, an estimated $11.7K.
  • Wells Fargo made up 1.27% of Certuity's portfolio in Q2 2026, its #15 holding.
  • Certuity first reported a position in Wells Fargo in Q1 2021 and has held it in 16 quarters since.
  • Certuity's Wells Fargo position peaked at $29.1M in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.