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KCM Investment Advisors’s Wells Fargo WFC Stock Holding History

KCM Investment Advisors’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 		$3.33M Buy
41,783
+251
+0.6% +$21.6K 0.11% 115
2025
Q4 		$3.87M Buy
41,532
+303
+0.7% +$26.3K 0.12% 108
2025
Q3 		$3.46M Buy
41,229
+869
+2% +$70.5K 0.11% 114
2025
Q2 		$3.23M Sell
40,360
-871
-2% -$62.8K 0.11% 119
2025
Q1 		$2.96M Sell
41,231
-1,229
-3% -$92.3K 0.11% 126
2024
Q4 		$2.98M Buy
42,460
+2,464
+6% +$168K 0.1% 127
2024
Q3 		$2.26M Sell
39,996
-744
-2% -$42.1K 0.08% 150
2024
Q2 		$2.42M Buy
40,740
+132
+0.3% +$7.79K 0.09% 141
2024
Q1 		$2.35M Sell
40,608
-4,474
-10% -$234K 0.09% 141
2023
Q4 		$2.22M Sell
45,082
-2,813
-6% -$121K 0.09% 145
2023
Q3 		$1.96M Sell
47,895
-2,690
-5% -$116K 0.08% 146
2023
Q2 		$2.16M Sell
50,585
-153,728
-75% -$6.19M 0.09% 149
2023
Q1 		$7.64M Buy
204,313
+147,988
+263% +$6.45M 0.31% 76
2022
Q4 		$2.33M Buy
56,325
+386
+0.7% +$17.1K 0.1% 145
2022
Q3 		$2.25M Sell
55,939
-3,904
-7% -$168K 0.1% 145
2022
Q2 		$2.34M Sell
59,843
-22,036
-27% -$967K 0.1% 141
2022
Q1 		$3.97M Sell
81,879
-4,792
-6% -$256K 0.15% 123
2021
Q4 		$4.16M Sell
86,671
-234,957
-73% -$11.6M 0.14% 114
2021
Q3 		$14.9M Sell
321,628
-1,047
-0.3% -$48.5K 0.59% 52
2021
Q2 		$14.6M Sell
322,675
-5,144
-2% -$230K 0.59% 52
2021
Q1 		$12.8M Buy
327,819
+3,887
+1% +$138K 0.57% 53
2020
Q4 		$9.78M Sell
323,932
-6,665
-2% -$173K 0.47% 55
2020
Q3 		$7.77M Sell
330,597
-205,774
-38% -$5.07M 0.43% 56
2020
Q2 		$13.7M Buy
536,371
+111,863
+26% +$3.06M 0.77% 43
2020
Q1 		$12.2M Sell
424,508
-40,996
-9% -$1.74M 0.82% 42
2019
Q4 		$25M Sell
465,504
-14,494
-3% -$759K 1.36% 21
2019
Q3 		$24.2M Buy
479,998
+6,507
+1% +$307K 1.41% 17
2019
Q2 		$22.4M Sell
473,491
-7,125
-1% -$333K 1.34% 19
2019
Q1 		$23.2M Buy
480,616
+726
+0.2% +$35.7K 1.5% 14
2018
Q4 		$22.1M Sell
479,890
-36,178
-7% -$1.85M 1.46% 12
2018
Q3 		$27.1M Sell
516,068
-2,249
-0.4% -$128K 1.55% 11
2018
Q2 		$28.7M Sell
518,317
-17,838
-3% -$956K 1.77% 6
2018
Q1 		$28.1M Sell
536,155
-79,802
-13% -$4.74M 1.71% 7
2017
Q4 		$37.4M Sell
615,957
-16,468
-3% -$930K 2.19% 4
2017
Q3 		$34.9M Sell
632,425
-9,463
-1% -$503K 2.13% 3
2017
Q2 		$35.6M Sell
641,888
-4,001
-0.6% -$214K 2.23% 3
2017
Q1 		$36M Sell
645,889
-4,799
-0.7% -$272K 2.3% 3
2016
Q4 		$35.9M Sell
650,688
-11,330
-2% -$570K 2.41% 1
2016
Q3 		$29.3M Buy
662,018
+1,931
+0.3% +$92.4K 2.01% 4
2016
Q2 		$31.2M Buy
660,087
+9,539
+1% +$465K 2.18% 3
2016
Q1 		$31.5M Buy
650,548
+26,035
+4% +$1.27M 2.31% 2
2015
Q4 		$33.9M Buy
624,513
+45,231
+8% +$2.46M 2.68% 1
2015
Q3 		$29.7M Buy
579,282
+10,481
+2% +$576K 2.47% 1
2015
Q2 		$32M Buy
568,801
+7,438
+1% +$415K 2.54% 1
2015
Q1 		$30.5M Buy
561,363
+3,685
+0.7% +$199K 2.44% 1
2014
Q4 		$30.6M Buy
557,678
+13,744
+3% +$728K 2.57% 1
2014
Q3 		$28.2M Buy
543,934
+12,848
+2% +$661K 2.58% 1
2014
Q2 		$27.9M Buy
531,086
+19,709
+4% +$991K 2.61% 1
2014
Q1 		$25.4M Buy
511,377
+15,723
+3% +$732K 2.63% 1
2013
Q4 		$22.5M Buy
495,654
+14,698
+3% +$635K 2.45% 1
2013
Q3 		$19.9M Sell
480,956
-8,100
-2% -$346K 2.37% 1
2013
Q2 		$20.2M Buy
+489,056
New +$19.1M 2.44% 2

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM Investment Advisors's WFC Position: Q1 2026 in Review

KCM Investment Advisors increased its Wells Fargo (WFC) stake by 0.6% in Q1 2026, buying an estimated $21.6K and bringing the position to 41,783 shares worth $3.33M. The position accounts for 0.11% of the portfolio, ranked #115.

KCM Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.4M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • KCM Investment Advisors held 41,783 shares of Wells Fargo worth $3.33M as of Q1 2026.
  • KCM Investment Advisors bought 251 Wells Fargo shares in Q1 2026, an estimated $21.6K.
  • Wells Fargo made up 0.11% of KCM Investment Advisors's portfolio in Q1 2026, its #115 holding.
  • KCM Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Wells Fargo position peaked at $37.4M in Q4 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.