Keebeck Wealth Management’s Wells Fargo WFC Stock Holding History

Keebeck Wealth Management’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	$3.04M	Buy	36,753 +1,631	+5%	+$131K	0.3%	87
2026 Q1	$2.8M	Sell	35,122 -8,077	-19%	-$694K	0.31%	84
2025 Q4	$4.03M	Buy	43,199 +37,485	+656%	+$3.25M	0.46%	58
2025 Q3	$479K	Buy	5,714 +530	+10%	+$43K	0.06%	214
2025 Q2	$415K	Buy	5,184 +229	+5%	+$16.5K	0.05%	230
2025 Q1	$356K	Buy	4,955 +483	+11%	+$36.3K	0.05%	199
2024 Q4	$314K	Buy	4,472 +886	+25%	+$60.5K	0.05%	208
2024 Q3	$203K	Buy	3,586 +53	+2%	+$3K	0.03%	246
2024 Q2	$210K	Hold	3,533	–	–	0.03%	247
2024 Q1	$205K	Buy	+3,533	New	+$185K	0.03%	268
2021 Q3	–	Sell	-5,419	Closed	-$245K	–	244
2021 Q2	$245K	Hold	5,419	–	–	0.04%	218
2021 Q1	$212K	Buy	+5,419	New	+$192K	0.03%	222
2020 Q3	–	Sell	-5,600	Closed	-$143K	–	362
2020 Q2	$143K	Buy	+5,600	New	+$153K	0.05%	168
2020 Q1	–	Sell	-2,675	Closed	-$143K	–	329
2019 Q4	$143K	Buy	+2,675	New	+$140K	0.05%	162

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keebeck Wealth Management's WFC Position: Q2 2026 in Review

Keebeck Wealth Management increased its Wells Fargo (WFC) stake by 4.6% in Q2 2026, buying an estimated $131K and bringing the position to 36,753 shares worth $3.04M. The position accounts for 0.3% of the portfolio, ranked #87.

Keebeck Wealth Management first reported a position in WFC in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.03M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Keebeck Wealth Management held 36,753 shares of Wells Fargo worth $3.04M as of Q2 2026.
Keebeck Wealth Management bought 1,631 Wells Fargo shares in Q2 2026, an estimated $131K.
Wells Fargo made up 0.3% of Keebeck Wealth Management's portfolio in Q2 2026, its #87 holding.
Keebeck Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 14 quarters since.
Keebeck Wealth Management's Wells Fargo position peaked at $4.03M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.