KIG
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Kennedy Investment Group’s Wells Fargo WFC Stock Holding History

Kennedy Investment Group’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 		$1.55M Sell
18,806
-2,489
-12% -$200K 0.53% 46
2026
Q1 		$1.7M Buy
21,295
+285
+1% +$24.5K 0.66% 37
2025
Q4 		$1.96M Hold
21,010
– – 0.74% 30
2025
Q3 		$1.76M Buy
21,010
+1,151
+6% +$93.3K 0.7% 34
2025
Q2 		$1.59M Buy
19,859
+611
+3% +$44.1K 0.68% 37
2025
Q1 		$1.38M Sell
19,248
-847
-4% -$63.6K 0.64% 38
2024
Q4 		$1.41M Sell
20,095
-325
-2% -$22.2K 0.64% 37
2024
Q3 		$1.15M Sell
20,420
-84
-0.4% -$4.75K 0.53% 51
2024
Q2 		$1.22M Sell
20,504
-401
-2% -$23.7K 0.62% 44
2024
Q1 		$1.21M Sell
20,905
-11
-0.1% -$576 0.65% 45
2023
Q4 		$1.03M Sell
20,916
-304
-1% -$13.1K 0.58% 49
2023
Q3 		$867K Sell
21,220
-6
-0% -$259 0.52% 55
2023
Q2 		$906K Sell
21,226
-34
-0.2% -$1.37K 0.53% 54
2023
Q1 		$795K Sell
21,260
-885
-4% -$38.6K 0.49% 55
2022
Q4 		$914K Buy
+22,145
New +$980K 0.58% 50

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 $3.38T AUM 44.17% 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

Kennedy Investment Group's WFC Position: Q2 2026 in Review

Kennedy Investment Group reduced its Wells Fargo (WFC) stake by 12% in Q2 2026, selling an estimated $200K and leaving 18,806 shares worth $1.55M. The position accounts for 0.53% of the portfolio, ranked #46.

Kennedy Investment Group first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kennedy Investment Group held 18,806 shares of Wells Fargo worth $1.55M as of Q2 2026.
  • Kennedy Investment Group sold 2,489 Wells Fargo shares in Q2 2026, an estimated $200K.
  • Wells Fargo made up 0.53% of Kennedy Investment Group's portfolio in Q2 2026, its #46 holding.
  • Kennedy Investment Group first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Wells Fargo position peaked at $1.96M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.