Kathmere Capital Management
WFC icon

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
Q3 		$1.48M Buy
18,548
+1,369
+8% +$118K 0.07% 195
2026
Q2 		$1.42M Sell
17,179
-4,714
-22% -$379K 0.08% 185
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Kathmere Capital Management's WFC Position: Q3 2026 in Review

Kathmere Capital Management increased its Wells Fargo (WFC) stake by 8% in Q3 2026, buying an estimated $118K and bringing the position to 18,548 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #195.

Kathmere Capital Management first reported a position in WFC in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.96M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Kathmere Capital Management held 18,548 shares of Wells Fargo worth $1.48M as of Q3 2026.
  • Kathmere Capital Management bought 1,369 Wells Fargo shares in Q3 2026, an estimated $118K.
  • Wells Fargo made up 0.07% of Kathmere Capital Management's portfolio in Q3 2026, its #195 holding.
  • Kathmere Capital Management first reported a position in Wells Fargo in Q3 2020 and has held it in 16 quarters since.
  • Kathmere Capital Management's Wells Fargo position peaked at $1.96M in Q4 2025.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.