Kathmere Capital Management’s Wells Fargo WFC Stock Holding History

Kathmere Capital 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 Q1	$1.74M	Buy	21,893 +846	+4%	+$72.7K	0.11%	136
2025 Q4	$1.96M	Buy	21,047 +4,914	+30%	+$427K	0.13%	110
2025 Q3	$1.35M	Sell	16,133 -98	-0.6%	-$7.95K	0.1%	140
2025 Q2	$1.3M	Buy	16,231 +1,593	+11%	+$115K	0.1%	137
2025 Q1	$1.05M	Sell	14,638 -431	-3%	-$32.4K	0.09%	141
2024 Q4	$1.06M	Buy	15,069 +4,802	+47%	+$328K	0.09%	137
2024 Q3	$580K	Buy	10,267 +1,759	+21%	+$99.5K	0.05%	182
2024 Q2	$505K	Buy	8,508 +592	+7%	+$34.9K	0.05%	175
2024 Q1	$459K	Buy	7,916 +324	+4%	+$17K	0.05%	180
2023 Q4	$374K	Buy	7,592 +344	+5%	+$14.8K	0.05%	171
2023 Q3	$296K	Buy	7,248 +1,185	+20%	+$51.2K	0.04%	188
2023 Q2	$259K	Buy	+6,063	New	+$244K	0.04%	191
2021 Q1	–	Sell	-466	Closed	-$14K	–	410
2020 Q4	$14K	Hold	466	–	–	﹤0.01%	304
2020 Q3	$11K	Buy	+466	New	+$11.5K	﹤0.01%	298

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kathmere Capital Management's WFC Position: Q1 2026 in Review

Kathmere Capital Management increased its Wells Fargo (WFC) stake by 4% in Q1 2026, buying an estimated $72.7K and bringing the position to 21,893 shares worth $1.74M. The position accounts for 0.11% of the portfolio, ranked #136.

Kathmere Capital Management first reported a position in WFC in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kathmere Capital Management held 21,893 shares of Wells Fargo worth $1.74M as of Q1 2026.
Kathmere Capital Management bought 846 Wells Fargo shares in Q1 2026, an estimated $72.7K.
Wells Fargo made up 0.11% of Kathmere Capital Management's portfolio in Q1 2026, its #136 holding.
Kathmere Capital Management first reported a position in Wells Fargo in Q3 2020 and has held it in 14 quarters since.
Kathmere Capital Management's Wells Fargo position peaked at $1.96M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.