Wells Fargo
GBNY

Wells Fargo’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

Wells Fargo’s Portfolio GBNY Stock Details GBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16
Closed -$160 – 7620
2024
Q1 		$160 Buy
16
+1
+7% +$10 ﹤0.01% 6550
2023
Q4 		$152 Hold
15
– – ﹤0.01% 6667
2023
Q3 		$127 Sell
15
-1
-6% -$9 ﹤0.01% 6699
2023
Q2 		$145 Buy
16
+1
+7% +$9 ﹤0.01% 6787
2023
Q1 		$153 Hold
15
– – ﹤0.01% 6843
2022
Q4 		$162 Hold
15
– – ﹤0.01% 6688
2022
Q3 		$0 Hold
15
– – ﹤0.01% 7582
2022
Q2 		$0 Buy
15
+1
+7% +$12 ﹤0.01% 7694
2022
Q1 		$0 Hold
14
– – ﹤0.01% 8028
2021
Q4 		$0 Hold
14
– – ﹤0.01% 7981
2021
Q3 		$0 Sell
14
-2
-13% -$21 ﹤0.01% 7672
2021
Q2 		$0 Hold
16
– – ﹤0.01% 7608
2021
Q1 		$0 Buy
+16
New +$157 ﹤0.01% 7530

Other funds holding GBNY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's GBNY Position: Q2 2024 in Review

Wells Fargo sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q2 2024, closing a stake of 16 shares — an estimated $160 sold.

Wells Fargo first reported a position in GBNY in Q1 2021 and held it in 13 quarters. The position peaked at $162 in Q4 2022. 11 funds tracked by Wall St. Rank hold GBNY as of Q2 2024.

  • Wells Fargo reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 16 Generations Bancorp NY, Inc. Common Stock shares in Q2 2024, an estimated $160.
  • Wells Fargo first reported a position in Generations Bancorp NY, Inc. Common Stock in Q1 2021 and held it in 13 quarters.
  • Wells Fargo's Generations Bancorp NY, Inc. Common Stock position peaked at $162 in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.