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Kesler Norman & Wride’s Wells Fargo WFC Stock Holding History

Kesler Norman & Wride’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 		$410K Buy
4,965
+32
+0.6% +$2.57K 0.07% 214
2026
Q1 		$393K Buy
4,933
+10
+0.2% +$859 0.07% 203
2025
Q4 		$459K Sell
4,923
-641
-12% -$55.6K 0.08% 197
2025
Q3 		$391K Buy
5,564
+683
+14% +$55.4K 0.08% 186
2025
Q2 		$391K Buy
4,881
+25
+0.5% +$1.8K 0.07% 192
2025
Q1 		$349K Sell
4,856
-708
-13% -$53.2K 0.07% 187
2024
Q4 		$391K Sell
5,564
-477
-8% -$32.6K 0.08% 181
2024
Q3 		$341K Buy
6,041
+44
+0.7% +$2.49K 0.07% 202
2024
Q2 		$356K Buy
5,997
+19
+0.3% +$1.12K 0.08% 153
2024
Q1 		$346K Buy
5,978
+21
+0.4% +$1.1K 0.07% 139
2023
Q4 		$293K Buy
5,957
+24
+0.4% +$1.04K 0.07% 142
2023
Q3 		$242K Buy
5,933
+16
+0.3% +$691 0.06% 148
2023
Q2 		$253K Buy
5,917
+13
+0.2% +$523 0.06% 144
2023
Q1 		$221K Buy
5,904
+12
+0.2% +$523 0.06% 145
2022
Q4 		$243K Sell
5,892
-195
-3% -$8.63K 0.06% 148
2022
Q3 		$245K Buy
6,087
+13
+0.2% +$559 0.07% 149
2022
Q2 		$238K Buy
6,074
+10
+0.2% +$439 0.07% 139
2022
Q1 		$294K Buy
6,064
+8
+0.1% +$428 0.07% 131
2021
Q4 		$291K Sell
6,056
-299
-5% -$14.7K 0.06% 133
2021
Q3 		$295K Buy
6,355
+108
+2% +$5K 0.07% 136
2021
Q2 		$287K Sell
6,247
-2,307
-27% -$103K 0.07% 141
2021
Q1 		$334K Buy
8,554
+182
+2% +$6.44K 0.08% 139
2020
Q4 		$253K Buy
+8,372
New +$217K 0.07% 137

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Kesler Norman & Wride's WFC Position: Q2 2026 in Review

Kesler Norman & Wride increased its Wells Fargo (WFC) stake by 0.65% in Q2 2026, buying an estimated $2.57K and bringing the position to 4,965 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #214.

Kesler Norman & Wride first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $459K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kesler Norman & Wride held 4,965 shares of Wells Fargo worth $410K as of Q2 2026.
  • Kesler Norman & Wride bought 32 Wells Fargo shares in Q2 2026, an estimated $2.57K.
  • Wells Fargo made up 0.07% of Kesler Norman & Wride's portfolio in Q2 2026, its #214 holding.
  • Kesler Norman & Wride first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's Wells Fargo position peaked at $459K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.