Cerity Partners LLC

SEC CIK: 0001566475
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Cerity Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 1,224,833
Value: $101.2M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Cerity Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,224,833	$101.2M	0.1%	+172,994+16.4%	Added	Holders
Q1 2026	1,051,839	$83.7M	0.1%	+60,179+6.1%	Added	Holders
Q4 2025	991,660	$92.4M	0.1%	+34,040+3.6%	Added	Holders
Q3 2025	957,620	$80.3M	0.1%	+18,105+1.9%	Added	Holders
Q2 2025	939,515	$75.3M	0.1%	+55,433+6.3%	Added	Holders
Q1 2025	884,082	$63.5M	0.1%	+34,516+4.1%	Added	Holders
Q4 2024	849,566	$57.7M	0.1%	+15,855+1.9%	Added	Holders
Q3 2024	833,711	$47.1M	0.1%	+84,768+11.3%	Added	Holders
Q2 2024	748,943	$44.5M	0.1%	−72,495−8.8%	Reduced	Holders
Q1 2024	821,438	$48.1M	0.1%	+371,436+82.5%	Added	Holders
Q4 2023	450,002	$22.1M	0.1%	+176,638+64.6%	Added	Holders
Q3 2023	273,364	$11.2M	0.1%	−100,922−27.0%	Reduced	Holders
Q2 2023	374,286	$16.0M	0.1%	+44,179+13.4%	Added	Holders
Q1 2023	330,107	$12.4M	0.1%	+30,564+10.2%	Added	Holders
Q4 2022	299,543	$12.6M	0.1%	+155,093+107.4%	Added	Holders
Q3 2022	144,450	$5.81M	0.1%	+7,671+5.6%	Added	Holders
Q2 2022	136,779	$5.36M	0.1%	+46,970+52.3%	Added	Holders
Q1 2022	89,809	$4.35M	0.1%	+84,031+1,454.3%	Added	Holders
Q4 2021	5,778	$6.61M	0.1%	−125,403−95.6%	Reduced	Holders
Q3 2021	131,181	$6.09M	0.1%	+4,778+3.8%	Added	Holders
Q2 2021	126,403	$5.72M	0.1%	+7,605+6.4%	Added	Holders
Q1 2021	118,798	$4.64M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.