KF
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Kelsey Financial’s Wells Fargo WFC Stock Holding History

Kelsey Financial’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 		$426K Hold
5,149
– – 0.32% 40
2026
Q1 		$410K Sell
5,149
-1,033
-17% -$88.7K 0.36% 36
2025
Q4 		$576K Buy
+6,182
New +$537K 0.49% 29

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelsey Financial's WFC Position: Q2 2026 in Review

Kelsey Financial held its Wells Fargo (WFC) position steady in Q2 2026 at 5,149 shares worth $426K. The position accounts for 0.32% of the portfolio, ranked #40.

Kelsey Financial first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kelsey Financial held 5,149 shares of Wells Fargo worth $426K as of Q2 2026.
  • Kelsey Financial left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.32% of Kelsey Financial's portfolio in Q2 2026, its #40 holding.
  • Kelsey Financial first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Kelsey Financial's Wells Fargo position peaked at $576K in Q4 2025.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.