Kelleher Financial Advisors’s Wells Fargo WFC Stock Holding History

Kelleher Financial Advisors’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	$40.1K	Buy	501 +21	+4%	+$1.8K	0.01%	402
2025 Q4	$44.7K	Hold	480	–	–	0.01%	417
2025 Q3	$40.2K	Buy	+480	New	+$38.9K	0.01%	358
2017 Q1	–	Sell	-6,850	Closed	-$377K	–	131
2016 Q4	$377K	Hold	6,850	–	–	0.21%	92
2016 Q3	$303K	Hold	6,850	–	–	0.17%	101
2016 Q2	$324K	Hold	6,850	–	–	0.2%	94
2016 Q1	$331K	Buy	6,850 +400	+6%	+$19.6K	0.18%	107
2015 Q4	$350K	Hold	6,450	–	–	0.24%	80
2015 Q3	$331K	Hold	6,450	–	–	0.22%	82
2015 Q2	$362K	Hold	6,450	–	–	0.21%	82
2015 Q1	$350K	Hold	6,450	–	–	0.19%	86
2014 Q4	$353K	Hold	6,450	–	–	0.19%	77
2014 Q3	$342K	Sell	6,450 -300	-4%	-$15.4K	0.19%	80
2014 Q2	$355K	Hold	6,750	–	–	0.19%	79
2014 Q1	$335K	Sell	6,750 -417	-6%	-$19.4K	0.18%	80
2013 Q4	$325K	Hold	7,167	–	–	0.17%	79
2013 Q3	$296K	Hold	7,167	–	–	0.17%	75
2013 Q2	$296K	Buy	+7,167	New	+$279K	0.18%	73

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

Kelleher Financial Advisors's WFC Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Wells Fargo (WFC) stake by 4.4% in Q1 2026, buying an estimated $1.8K and bringing the position to 501 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #402.

Kelleher Financial Advisors first reported a position in WFC in Q2 2013 and has held it in 18 quarters since. The position peaked at $377K in Q4 2016. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kelleher Financial Advisors held 501 shares of Wells Fargo worth $40.1K as of Q1 2026.
Kelleher Financial Advisors bought 21 Wells Fargo shares in Q1 2026, an estimated $1.8K.
Wells Fargo made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #402 holding.
Kelleher Financial Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 18 quarters since.
Kelleher Financial Advisors's Wells Fargo position peaked at $377K in Q4 2016.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.