Kayne Anderson Rudnick Investment Management’s Wells Fargo WFC Stock Holding History

Kayne Anderson Rudnick Investment 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	$6.25M	Buy	78,526 +44,975	+134%	+$3.86M	0.02%	250
2025 Q4	$3.13M	Buy	33,551 +9,321	+38%	+$809K	0.01%	295
2025 Q3	$2.03M	Buy	24,230 +9,035	+59%	+$733K	0.01%	328
2025 Q2	$1.22M	Buy	15,195 +2,961	+24%	+$213K	﹤0.01%	366
2025 Q1	$878K	Buy	12,234 +7,516	+159%	+$564K	﹤0.01%	394
2024 Q4	$331K	Buy	4,718 +319	+7%	+$21.8K	﹤0.01%	427
2024 Q3	$249K	Buy	4,399 +1,013	+30%	+$57.3K	﹤0.01%	434
2024 Q2	$201K	Sell	3,386 -1,338	-28%	-$79K	﹤0.01%	458
2024 Q1	$274K	Sell	4,724 -112	-2%	-$5.86K	﹤0.01%	446
2023 Q4	$238K	Buy	4,836 +469	+11%	+$20.2K	﹤0.01%	425
2023 Q3	$178K	Sell	4,367 -54	-1%	-$2.33K	﹤0.01%	434
2023 Q2	$189K	Buy	4,421 +216	+5%	+$8.69K	﹤0.01%	432
2023 Q1	$157K	Sell	4,205 -27	-0.6%	-$1.18K	﹤0.01%	428
2022 Q4	$175K	Buy	4,232 +27	+0.6%	+$1.2K	﹤0.01%	439
2022 Q3	$169K	Hold	4,205	–	–	﹤0.01%	418
2022 Q2	$165K	Buy	4,205 +791	+23%	+$34.7K	﹤0.01%	420
2022 Q1	$165K	Sell	3,414 -49	-1%	-$2.62K	﹤0.01%	411
2021 Q4	$166K	Buy	3,463 +49	+1%	+$2.41K	﹤0.01%	426
2021 Q3	$158K	Hold	3,414	–	–	﹤0.01%	413
2021 Q2	$155K	Hold	3,414	–	–	﹤0.01%	407
2021 Q1	$133K	Hold	3,414	–	–	﹤0.01%	409
2020 Q4	$103K	Hold	3,414	–	–	﹤0.01%	405
2020 Q3	$80K	Sell	3,414 -123	-3%	-$3.03K	﹤0.01%	400
2020 Q2	$91K	Hold	3,537	–	–	﹤0.01%	382
2020 Q1	$102K	Hold	3,537	–	–	﹤0.01%	368
2019 Q4	$190K	Sell	3,537 -477	-12%	-$25K	﹤0.01%	351
2019 Q3	$202K	Hold	4,014	–	–	﹤0.01%	345
2019 Q2	$190K	Sell	4,014 -705	-15%	-$33K	﹤0.01%	337
2019 Q1	$228K	Hold	4,719	–	–	﹤0.01%	329
2018 Q4	$217K	Hold	4,719	–	–	﹤0.01%	347
2018 Q3	$248K	Hold	4,719	–	–	﹤0.01%	325
2018 Q2	$262K	Hold	4,719	–	–	﹤0.01%	327
2018 Q1	$247K	Buy	4,719 +705	+18%	+$41.9K	﹤0.01%	336
2017 Q4	$244K	Hold	4,014	–	–	﹤0.01%	330
2017 Q3	$221K	Hold	4,014	–	–	﹤0.01%	330
2017 Q2	$222K	Sell	4,014 -2,260	-36%	-$121K	﹤0.01%	331
2017 Q1	$349K	Hold	6,274	–	–	﹤0.01%	328
2016 Q4	$346K	Hold	6,274	–	–	﹤0.01%	320
2016 Q3	$278K	Hold	6,274	–	–	﹤0.01%	324
2016 Q2	$297K	Hold	6,274	–	–	﹤0.01%	319
2016 Q1	$303K	Hold	6,274	–	–	﹤0.01%	309
2015 Q4	$341K	Hold	6,274	–	–	0.01%	314
2015 Q3	$322K	Sell	6,274 -90	-1%	-$4.95K	0.01%	306
2015 Q2	$358K	Buy	6,364 +90	+1%	+$5.02K	0.01%	286
2015 Q1	$341K	Hold	6,274	–	–	0.01%	287
2014 Q4	$344K	Hold	6,274	–	–	0.01%	297
2014 Q3	$325K	Hold	6,274	–	–	0.01%	292
2014 Q2	$330K	Hold	6,274	–	–	0.01%	291
2014 Q1	$312K	Hold	6,274	–	–	0.01%	282
2013 Q4	$285K	Hold	6,274	–	–	﹤0.01%	276
2013 Q3	$259K	Hold	6,274	–	–	﹤0.01%	266
2013 Q2	$259K	Buy	+6,274	New	+$244K	0.01%	256

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kayne Anderson Rudnick Investment Management's WFC Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Wells Fargo (WFC) stake by 134% in Q1 2026, buying an estimated $3.86M and bringing the position to 78,526 shares worth $6.25M. The position accounts for 0.02% of the portfolio, ranked #250.

Kayne Anderson Rudnick Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 78,526 shares of Wells Fargo worth $6.25M as of Q1 2026.
Kayne Anderson Rudnick Investment Management bought 44,975 Wells Fargo shares in Q1 2026, an estimated $3.86M.
Wells Fargo made up 0.02% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #250 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.