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 $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.