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
2025
Q1 		– Sell
-1,600
Closed -$6.96K – 4079
2024
Q4 		$6.96K Buy
+1,600
New +$109K ﹤0.01% 3734

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

Cetera Investment Advisers's WFC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Wells Fargo (WFC) stake by 1.8% in Q2 2026, buying an estimated $1.51M and bringing the position to 1,040,585 shares worth $86M. The position accounts for 0.08% of the portfolio, ranked #253.

Cetera Investment Advisers first reported a position in WFC in Q4 2015 and has held it in 43 quarters since. The position peaked at $92.7M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cetera Investment Advisers held 1,040,585 shares of Wells Fargo worth $86M as of Q2 2026.
  • Cetera Investment Advisers bought 18,768 Wells Fargo shares in Q2 2026, an estimated $1.51M.
  • Wells Fargo made up 0.08% of Cetera Investment Advisers's portfolio in Q2 2026, its #253 holding.
  • Cetera Investment Advisers first reported a position in Wells Fargo in Q4 2015 and has held it in 43 quarters since.
  • Cetera Investment Advisers's Wells Fargo position peaked at $92.7M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.