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 Q3	$256K	Hold	3,200	–	–	0.12%	35
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Kearns & Associates's WFC Position: Q3 2026 in Review

Kearns & Associates held its Wells Fargo (WFC) position steady in Q3 2026 at 3,200 shares worth $256K. 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 16 quarters since. The position peaked at $652K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Kearns & Associates held 3,200 shares of Wells Fargo worth $256K as of Q3 2026.
Kearns & Associates left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.12% of Kearns & Associates's portfolio in Q3 2026, its #35 holding.
Kearns & Associates first reported a position in Wells Fargo in Q4 2022 and has held it in 16 quarters since.
Kearns & Associates's Wells Fargo position peaked at $652K in Q4 2025.
1,857 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Kearns & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.