Wells Fargo
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Wells Fargo’s Serina Therapeutics SER Stock Holding History

Wells Fargo’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7K Buy
3,606
+2
+0.1% +$4 ﹤0.01% 6035
2025
Q4 		$6.89K Buy
3,604
+3,602
+180,100% +$14.6K ﹤0.01% 6020
2025
Q3 		$11 Hold
2
– – ﹤0.01% 6835
2025
Q2 		$12 Hold
2
– – ﹤0.01% 6892
2025
Q1 		$11 Hold
2
– – ﹤0.01% 6773
2024
Q4 		$10 Hold
2
– – ﹤0.01% 6828
2024
Q3 		$13 Hold
2
– – ﹤0.01% 6639
2024
Q2 		$19 Sell
2
-56
-97% -$551 ﹤0.01% 6534
2024
Q1 		$781 Buy
58
+45
+346% +$629 ﹤0.01% 6205
2023
Q4 		$179 Sell
13
-1
-7% -$18 ﹤0.01% 6638
2023
Q3 		$337 Hold
14
– – ﹤0.01% 6447
2023
Q2 		$441 Sell
14
-9
-39% -$193 ﹤0.01% 6513
2023
Q1 		$536 Hold
23
– – ﹤0.01% 6539
2022
Q4 		$445 Hold
23
– – ﹤0.01% 6418
2022
Q3 		$0 Hold
23
– – ﹤0.01% 7509
2022
Q2 		$0 Buy
23
+6
+35% +$162 ﹤0.01% 7635
2022
Q1 		$0 Hold
17
– – ﹤0.01% 7961
2021
Q4 		$0 Hold
17
– – ﹤0.01% 7916
2021
Q3 		$0 Sell
17
-6
-26% -$252 ﹤0.01% 7623
2021
Q2 		$1K Hold
23
– – ﹤0.01% 6758
2021
Q1 		$1K Buy
23
+9
+64% +$630 ﹤0.01% 6779
2020
Q4 		$0 Buy
14
+1
+8% +$58 ﹤0.01% 7116
2020
Q3 		$0 Sell
13
-10
-43% -$357 ﹤0.01% 7013
2020
Q2 		$0 Sell
23
-1,242
-98% -$36.6K ﹤0.01% 6925
2020
Q1 		$41K Buy
1,265
+1,092
+631% +$51.4K ﹤0.01% 5411
2019
Q4 		$10K Sell
173
-733
-81% -$39.6K ﹤0.01% 5899
2019
Q3 		$62K Buy
906
+323
+55% +$30.6K ﹤0.01% 5498
2019
Q2 		$75K Sell
583
-110
-16% -$14.9K ﹤0.01% 5416
2019
Q1 		$99K Buy
693
+234
+51% +$34.2K ﹤0.01% 5130
2018
Q4 		$48K Buy
+459
New +$58.4K ﹤0.01% 5532

Other funds holding SER

SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo's SER Position: Q1 2026 in Review

Wells Fargo increased its Serina Therapeutics (SER) stake by 0.06% in Q1 2026, buying an estimated $4 and bringing the position to 3,606 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #6035.

Wells Fargo first reported a position in SER in Q4 2018 and has held it in 30 quarters since. The position peaked at $99K in Q1 2019. 25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

  • Wells Fargo held 3,606 shares of Serina Therapeutics worth $7K as of Q1 2026.
  • Wells Fargo bought 2 Serina Therapeutics shares in Q1 2026, an estimated $4.
  • Serina Therapeutics made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6035 holding.
  • Wells Fargo first reported a position in Serina Therapeutics in Q4 2018 and has held it in 30 quarters since.
  • Wells Fargo's Serina Therapeutics position peaked at $99K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.