Corient Private Wealth
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Corient Private Wealth’s Wells Fargo WFC Stock Holding History

Corient Private Wealth’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 		$129M Buy
1,559,804
+8,752
+0.6% +$703K 0.18% 112
2026
Q1 		$123M Sell
1,551,052
-188,128
-11% -$16.2M 0.18% 120
2025
Q4 		$162M Buy
1,739,180
+153,936
+10% +$13.4M 0.22% 97
2025
Q3 		$133M Sell
1,585,244
-147,756
-9% -$12M 0.21% 101
2025
Q2 		$139M Buy
1,733,000
+11,116
+0.6% +$801K 0.18% 114
2025
Q1 		$124M Sell
1,721,884
-135,962
-7% -$10.2M 0.2% 114
2024
Q4 		$130M Buy
1,857,846
+3,506
+0.2% +$239K 0.22% 106
2024
Q3 		$105M Buy
1,854,340
+134,918
+8% +$7.63M 0.16% 137
2024
Q2 		$102M Sell
1,719,422
-298,991
-15% -$17.7M 0.18% 128
2024
Q1 		$117M Sell
2,018,413
-18,108
-0.9% -$947K 0.21% 114
2023
Q4 		$100M Sell
2,036,521
-118,572
-6% -$5.12M 0.18% 126
2023
Q3 		$88.1M Buy
2,155,093
+53,529
+3% +$2.31M 0.2% 119
2023
Q2 		$89.7M Buy
2,101,564
+1,184,653
+129% +$47.7M 0.21% 115
2023
Q1 		$34.2M Buy
916,911
+63,296
+7% +$2.76M 0.09% 216
2022
Q4 		$36M Buy
+853,615
New +$37.8M 0.13% 179

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

Corient Private Wealth's WFC Position: Q2 2026 in Review

Corient Private Wealth increased its Wells Fargo (WFC) stake by 0.56% in Q2 2026, buying an estimated $703K and bringing the position to 1,559,804 shares worth $129M. The position accounts for 0.18% of the portfolio, ranked #112.

Corient Private Wealth first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $162M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Corient Private Wealth held 1,559,804 shares of Wells Fargo worth $129M as of Q2 2026.
  • Corient Private Wealth bought 8,752 Wells Fargo shares in Q2 2026, an estimated $703K.
  • Wells Fargo made up 0.18% of Corient Private Wealth's portfolio in Q2 2026, its #112 holding.
  • Corient Private Wealth first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Wells Fargo position peaked at $162M in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.