Sendero Wealth Management
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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
Q3 		$678K Sell
8,464
-1,197
-12% -$104K 0.07% 149
2026
Q2 		$798K Sell
9,661
-119
-1% -$9.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sendero Wealth Management's WFC Position: Q3 2026 in Review

Sendero Wealth Management reduced its Wells Fargo (WFC) stake by 12% in Q3 2026, selling an estimated $104K and leaving 8,464 shares worth $678K. The position accounts for 0.07% of the portfolio, ranked #149.

Sendero Wealth Management first reported a position in WFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.57M in Q4 2023. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Sendero Wealth Management held 8,464 shares of Wells Fargo worth $678K as of Q3 2026.
  • Sendero Wealth Management sold 1,197 Wells Fargo shares in Q3 2026, an estimated $104K.
  • Wells Fargo made up 0.07% of Sendero Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Sendero Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
  • Sendero Wealth Management's Wells Fargo position peaked at $4.57M in Q4 2023.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.