Cetera Investment Advisers
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Cetera Investment Advisers’s Wells Fargo WFC Stock Holding History

Cetera Investment Advisers’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 		$81.3M Buy
1,021,817
+27,165
+3% +$2.33M 0.09% 228
2025
Q4 		$92.7M Buy
994,652
+37,809
+4% +$3.28M 0.1% 193
2025
Q3 		$80.2M Buy
956,843
+219,376
+30% +$17.8M 0.09% 201
2025
Q2 		$59.1M Buy
737,467
+33,562
+5% +$2.42M 0.1% 201
2025
Q1 		$50.5M Buy
703,905
+47,090
+7% +$3.54M 0.1% 209
2024
Q4 		$46.1M Buy
656,815
+17,819
+3% +$1.22M 0.1% 210
2024
Q3 		$36.1M Buy
638,996
+12,143
+2% +$687K 0.08% 253
2024
Q2 		$37.2M Sell
626,853
-41,156
-6% -$2.43M 0.09% 224
2024
Q1 		$38.7M Buy
668,009
+422,638
+172% +$22.1M 0.09% 214
2023
Q4 		$12.1M Buy
245,371
+8,890
+4% +$384K 0.1% 187
2023
Q3 		$9.66M Sell
236,481
-12,591
-5% -$544K 0.08% 227
2023
Q2 		$10.6M Sell
249,072
-55,175
-18% -$2.22M 0.09% 205
2023
Q1 		$11.4M Buy
304,247
+66,103
+28% +$2.88M 0.1% 192
2022
Q4 		$9.83M Buy
238,144
+120,341
+102% +$5.33M 0.09% 213
2022
Q3 		$4.74M Sell
117,803
-65,794
-36% -$2.83M 0.09% 224
2022
Q2 		$7.19M Buy
183,597
+235
+0.1% +$10.3K 0.11% 186
2022
Q1 		$8.89M Sell
183,362
-10,316
-5% -$552K 0.13% 164
2021
Q4 		$9.29M Buy
193,678
+8,554
+5% +$421K 0.13% 163
2021
Q3 		$8.59M Buy
185,124
+7,457
+4% +$345K 0.14% 162
2021
Q2 		$8.05M Buy
177,667
+14,332
+9% +$640K 0.13% 175
2021
Q1 		$6.38M Sell
163,335
-16,728
-9% -$592K 0.13% 182
2020
Q4 		$5.43M Buy
180,063
+147,759
+457% +$3.83M 0.11% 206
2020
Q3 		$759K Buy
32,304
+2,559
+9% +$63.1K 0.06% 304
2020
Q2 		$761K Buy
29,745
+15,188
+104% +$416K 0.07% 282
2020
Q1 		$418K Buy
14,557
+984
+7% +$41.8K 0.05% 335
2019
Q4 		$728K Buy
13,573
+919
+7% +$48.1K 0.07% 265
2019
Q3 		$640K Sell
12,654
-1,738
-12% -$81.9K 0.08% 261
2019
Q2 		$684K Buy
14,392
+595
+4% +$27.8K 0.09% 232
2019
Q1 		$666K Sell
13,797
-841
-6% -$41.4K 0.09% 226
2018
Q4 		$678K Sell
14,638
-2,755
-16% -$141K 0.11% 202
2018
Q3 		$909K Buy
17,393
+1,977
+13% +$113K 0.13% 175
2018
Q2 		$864K Buy
15,416
+872
+6% +$46.7K 0.15% 163
2018
Q1 		$757K Sell
14,544
-2,005
-12% -$119K 0.14% 180
2017
Q4 		$997K Buy
16,549
+233
+1% +$13.2K 0.18% 143
2017
Q3 		$907K Buy
16,316
+602
+4% +$32K 0.2% 138
2017
Q2 		$876K Buy
15,714
+3,360
+27% +$180K 0.21% 128
2017
Q1 		$692K Sell
12,354
-3,257
-21% -$185K 0.19% 138
2016
Q4 		$866K Buy
15,611
+541
+4% +$27.2K 0.29% 95
2016
Q3 		$668K Buy
15,070
+505
+3% +$24.2K 0.29% 100
2016
Q2 		$691K Buy
14,565
+2,492
+21% +$121K 0.27% 115
2016
Q1 		$588K Buy
12,073
+5,031
+71% +$246K 0.25% 115
2015
Q4 		$383K Buy
+7,042
New +$382K 0.18% 156

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Cetera Investment Advisers's WFC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Wells Fargo (WFC) stake by 2.7% in Q1 2026, buying an estimated $2.33M and bringing the position to 1,021,817 shares worth $81.3M. The position accounts for 0.09% of the portfolio, ranked #228.

Cetera Investment Advisers first reported a position in WFC in Q4 2015 and has held it in 42 quarters since. The position peaked at $92.7M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Cetera Investment Advisers held 1,021,817 shares of Wells Fargo worth $81.3M as of Q1 2026.
  • Cetera Investment Advisers bought 27,165 Wells Fargo shares in Q1 2026, an estimated $2.33M.
  • Wells Fargo made up 0.09% of Cetera Investment Advisers's portfolio in Q1 2026, its #228 holding.
  • Cetera Investment Advisers first reported a position in Wells Fargo in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Wells Fargo position peaked at $92.7M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.