Kearns & Associates’s Wells Fargo WFC Stock Holding History

Kearns & Associates’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 Q2	$264K	Sell	3,200 -2,050	-39%	-$165K	0.12%	35
2026 Q1	$418K	Sell	5,250 -1,750	-25%	-$150K	0.22%	30
2025 Q4	$652K	Hold	7,000	–	–	0.34%	26
2025 Q3	$587K	Hold	7,000	–	–	0.31%	26
2025 Q2	$561K	Hold	7,000	–	–	0.32%	27
2025 Q1	$503K	Hold	7,000	–	–	0.33%	27
2024 Q4	$492K	Hold	7,000	–	–	0.32%	26
2024 Q3	$395K	Hold	7,000	–	–	0.26%	28
2024 Q2	$416K	Hold	7,000	–	–	0.31%	26
2024 Q1	$406K	Hold	7,000	–	–	0.31%	26
2023 Q4	$345K	Hold	7,000	–	–	0.29%	25
2023 Q3	$286K	Hold	7,000	–	–	0.27%	27
2023 Q2	$299K	Hold	7,000	–	–	0.27%	28
2023 Q1	$262K	Hold	7,000	–	–	0.26%	31
2022 Q4	$289K	Buy	+7,000	New	+$310K	0.3%	28

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kearns & Associates's WFC Position: Q2 2026 in Review

Kearns & Associates reduced its Wells Fargo (WFC) stake by 39% in Q2 2026, selling an estimated $165K and leaving 3,200 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #35.

Kearns & Associates first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $652K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Kearns & Associates held 3,200 shares of Wells Fargo worth $264K as of Q2 2026.
Kearns & Associates sold 2,050 Wells Fargo shares in Q2 2026, an estimated $165K.
Wells Fargo made up 0.12% of Kearns & Associates's portfolio in Q2 2026, its #35 holding.
Kearns & Associates first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
Kearns & Associates's Wells Fargo position peaked at $652K in Q4 2025.
1,063 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kearns & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.