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 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 $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

Keebeck Wealth Management's WFC Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Wells Fargo (WFC) stake by 19% in Q1 2026, selling an estimated $694K and leaving 35,122 shares worth $2.8M. The position accounts for 0.31% of the portfolio, ranked #84.

Keebeck Wealth Management first reported a position in WFC in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.03M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Keebeck Wealth Management held 35,122 shares of Wells Fargo worth $2.8M as of Q1 2026.
Keebeck Wealth Management sold 8,077 Wells Fargo shares in Q1 2026, an estimated $694K.
Wells Fargo made up 0.31% of Keebeck Wealth Management's portfolio in Q1 2026, its #84 holding.
Keebeck Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 13 quarters since.
Keebeck Wealth Management's Wells Fargo position peaked at $4.03M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.