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 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 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

Kennedy Investment Group's WFC Position: Q1 2026 in Review

Kennedy Investment Group increased its Wells Fargo (WFC) stake by 1.4% in Q1 2026, buying an estimated $24.5K and bringing the position to 21,295 shares worth $1.7M. The position accounts for 0.66% of the portfolio, ranked #37.

Kennedy Investment Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kennedy Investment Group held 21,295 shares of Wells Fargo worth $1.7M as of Q1 2026.
Kennedy Investment Group bought 285 Wells Fargo shares in Q1 2026, an estimated $24.5K.
Wells Fargo made up 0.66% of Kennedy Investment Group's portfolio in Q1 2026, its #37 holding.
Kennedy Investment Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Kennedy Investment Group's Wells Fargo position peaked at $1.96M in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.