Keating Financial Advisory Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$193K Buy
2,335
+700
+43% +$56.3K 0.03% 359
2026
Q1
$130K Sell
1,635
-91
-5% -$7.82K 0.02% 417
2025
Q4
$161K Buy
+1,726
New +$150K 0.02% 406

Other funds holding WFC

Keating Financial Advisory Services's WFC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Wells Fargo (WFC) stake by 43% in Q2 2026, buying an estimated $56.3K and bringing the position to 2,335 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #359.

Keating Financial Advisory Services first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Keating Financial Advisory Services held 2,335 shares of Wells Fargo worth $193K as of Q2 2026.
  • Keating Financial Advisory Services bought 700 Wells Fargo shares in Q2 2026, an estimated $56.3K.
  • Wells Fargo made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #359 holding.
  • Keating Financial Advisory Services first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.