Cornerstone Wealth Advisors
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Cornerstone Wealth Advisors’s Wells Fargo WFC Stock Holding History

Cornerstone Wealth Advisors’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
Q3 		$468K Hold
5,850
– – 0.1% 35
2026
Q2 		$483K Hold
5,850
– – 0.1% 34
2026
Q1 		$466K Sell
5,850
-900
-13% -$77.3K 0.11% 31
2025
Q4 		$629K Sell
6,750
-1,900
-22% -$165K 0.15% 30
2025
Q3 		$725K Buy
8,650
+1,729
+25% +$140K 0.18% 30
2025
Q2 		$555K Buy
6,921
+2,287
+49% +$165K 0.14% 30
2025
Q1 		$333K Sell
4,634
-125
-3% -$9.38K 0.09% 37
2024
Q4 		$334K Hold
4,759
– – 0.09% 39
2024
Q3 		$269K Hold
4,759
– – 0.07% 44
2024
Q2 		$283K Sell
4,759
-190
-4% -$11.2K 0.08% 42
2024
Q1 		$287K Hold
4,949
– – 0.09% 39
2023
Q4 		$244K Hold
4,949
– – 0.08% 40
2023
Q3 		$202K Hold
4,949
– – 0.07% 43
2023
Q2 		$211K Buy
+4,949
New +$199K 0.07% 43
2023
Q1 		– Sell
-4,859
Closed -$201K – 44
2022
Q4 		$201K Sell
4,859
-234
-5% -$10.4K 0.08% 42
2022
Q3 		$205K Buy
+5,093
New +$219K 0.08% 41

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Cornerstone Wealth Advisors's WFC Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its Wells Fargo (WFC) position steady in Q3 2026 at 5,850 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #35.

Cornerstone Wealth Advisors first reported a position in WFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $725K in Q3 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Cornerstone Wealth Advisors held 5,850 shares of Wells Fargo worth $468K as of Q3 2026.
  • Cornerstone Wealth Advisors left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.1% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Cornerstone Wealth Advisors first reported a position in Wells Fargo in Q3 2022 and has held it in 16 quarters since.
  • Cornerstone Wealth Advisors's Wells Fargo position peaked at $725K in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.