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

Keating Financial Advisory Services’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	$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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Keating Financial Advisory Services's WFC Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Wells Fargo (WFC) stake by 5.3% in Q1 2026, selling an estimated $7.82K and leaving 1,635 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #417.

Keating Financial Advisory Services first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $161K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Keating Financial Advisory Services held 1,635 shares of Wells Fargo worth $130K as of Q1 2026.
Keating Financial Advisory Services sold 91 Wells Fargo shares in Q1 2026, an estimated $7.82K.
Wells Fargo made up 0.02% of Keating Financial Advisory Services's portfolio in Q1 2026, its #417 holding.
Keating Financial Advisory Services first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's Wells Fargo position peaked at $161K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.