Kerntke Otto McGlone Wealth Management Group’s Wells Fargo WFC Stock Holding History

Kerntke Otto McGlone Wealth Management 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	–	Sell	-3,196	Closed	-$298K	–	93
2025 Q4	$298K	Buy	3,196 +17	+0.5%	+$1.48K	0.21%	64
2025 Q3	$267K	Buy	3,179 +17	+0.5%	+$1.38K	0.2%	69
2025 Q2	$253K	Buy	3,162 +54	+2%	+$3.89K	0.2%	73
2025 Q1	$223K	Buy	3,108 +16	+0.5%	+$1.2K	0.19%	76
2024 Q4	$217K	Buy	+3,092	New	+$211K	0.16%	75
2020 Q1	–	Sell	-6,171	Closed	-$332K	–	110
2019 Q4	$332K	Buy	+6,171	New	+$323K	0.28%	72

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

Kerntke Otto McGlone Wealth Management Group's WFC Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 3,196 shares — an estimated $298K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in WFC in Q4 2019 and held it in 6 quarters. The position peaked at $332K in Q4 2019. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kerntke Otto McGlone Wealth Management Group reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 3,196 Wells Fargo shares in Q1 2026, an estimated $298K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Wells Fargo in Q4 2019 and held it in 6 quarters.
Kerntke Otto McGlone Wealth Management Group's Wells Fargo position peaked at $332K in Q4 2019.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.