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Sendero Wealth Management’s Wells Fargo WFC Stock Holding History

Sendero Wealth Management’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 		$798K Sell
9,661
-119
-1% -$9.56K 0.08% 144
2026
Q1 		$779K Sell
9,780
-290
-3% -$24.9K 0.09% 130
2025
Q4 		$939K Buy
10,070
+244
+2% +$21.2K 0.1% 110
2025
Q3 		$824K Sell
9,826
-4,904
-33% -$398K 0.1% 116
2025
Q2 		$1.18M Sell
14,730
-1,279
-8% -$92.2K 0.15% 85
2025
Q1 		$1.15M Sell
16,009
-4,508
-22% -$338K 0.16% 80
2024
Q4 		$1.44M Sell
20,517
-1,168
-5% -$79.7K 0.21% 71
2024
Q3 		$1.22M Buy
21,685
+866
+4% +$49K 0.19% 68
2024
Q2 		$1.24M Sell
20,819
-9,286
-31% -$548K 0.21% 66
2024
Q1 		$1.74M Sell
30,105
-62,649
-68% -$3.28M 0.3% 57
2023
Q4 		$4.57M Buy
92,754
+54,932
+145% +$2.37M 0.86% 25
2023
Q3 		$1.55M Buy
37,822
+387
+1% +$16.7K 0.33% 59
2023
Q2 		$1.6M Buy
37,435
+3,158
+9% +$127K 0.35% 58
2023
Q1 		$1.28M Sell
34,277
-3,910
-10% -$170K 0.39% 55
2022
Q4 		$1.58M Buy
38,187
+8,776
+30% +$388K 0.56% 35
2022
Q3 		$1.18M Sell
29,411
-1,163
-4% -$50K 0.49% 34
2022
Q2 		$1.2M Buy
30,574
+9,804
+47% +$430K 1.15% 25
2022
Q1 		$1.01M Sell
20,770
-2,343
-10% -$125K 0.46% 29
2021
Q4 		$1.11M Buy
+23,113
New +$1.14M 0.49% 32

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

Sendero Wealth Management's WFC Position: Q2 2026 in Review

Sendero Wealth Management reduced its Wells Fargo (WFC) stake by 1.2% in Q2 2026, selling an estimated $9.56K and leaving 9,661 shares worth $798K. The position accounts for 0.08% of the portfolio, ranked #144.

Sendero Wealth Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.57M in Q4 2023. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sendero Wealth Management held 9,661 shares of Wells Fargo worth $798K as of Q2 2026.
  • Sendero Wealth Management sold 119 Wells Fargo shares in Q2 2026, an estimated $9.56K.
  • Wells Fargo made up 0.08% of Sendero Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Sendero Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Sendero Wealth Management's Wells Fargo position peaked at $4.57M in Q4 2023.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.