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

Kessler 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 		– Sell
-69,028
Closed -$5.5M – 88
2026
Q1 		$5.5M Sell
69,028
-12,847
-16% -$1.1M 2.6% 19
2025
Q4 		$7.63M Buy
81,875
+1,403
+2% +$122K 3.21% 14
2025
Q3 		$6.75M Buy
80,472
+1,511
+2% +$123K 2.9% 15
2025
Q2 		$6.33M Sell
78,961
-1,585
-2% -$114K 2.6% 19
2025
Q1 		$5.78M Buy
80,546
+79,218
+5,965% +$5.95M 2.82% 16
2024
Q4 		$93.3K Hold
1,328
– – 0.04% 86
2024
Q3 		$75K Hold
1,328
– – 0.04% 93
2024
Q2 		$78.9K Hold
1,328
– – 0.04% 93
2024
Q1 		$77K Hold
1,328
– – 0.05% 86
2023
Q4 		$65.4K Sell
1,328
-191
-13% -$8.24K 0.04% 93
2023
Q3 		$62.1K Hold
1,519
– – 0.05% 87
2023
Q2 		$64.8K Hold
1,519
– – 0.05% 89
2023
Q1 		$56.8K Sell
1,519
-400
-21% -$17.4K 0.04% 99
2022
Q4 		$79K Sell
1,919
-542
-22% -$24K 0.08% 78
2022
Q3 		$99K Hold
2,461
– – 0.08% 82
2022
Q2 		$96K Sell
2,461
-131,096
-98% -$5.75M 0.08% 77
2022
Q1 		$6.47M Buy
133,557
+1,237
+0.9% +$66.2K 3.76% 7
2021
Q4 		$6.35M Buy
132,320
+14,048
+12% +$692K 3.57% 10
2021
Q3 		$5.49M Buy
118,272
+12,949
+12% +$599K 3.9% 7
2021
Q2 		$4.77M Buy
+105,323
New +$4.7M 3.79% 6
2018
Q4 		– Sell
-69,009
Closed -$3.63M – 140
2018
Q3 		$3.63M Buy
69,009
+30,329
+78% +$1.73M 3.72% 5
2018
Q2 		$2.14M Buy
38,680
+875
+2% +$46.9K 2.57% 9
2018
Q1 		$1.98M Buy
37,805
+37,776
+130,262% +$2.24M 2.52% 13
2017
Q4 		$2K Hold
29
– – ﹤0.01% 87
2017
Q3 		$2K Hold
29
– – ﹤0.01% 85
2017
Q2 		$2K Sell
29
-47,735
-100% -$2.56M ﹤0.01% 79
2017
Q1 		$2.66M Sell
47,764
-614
-1% -$34.8K 3.4% 15
2016
Q4 		$2.67M Buy
48,378
+4,291
+10% +$216K 3.2% 17
2016
Q3 		$1.95M Buy
44,087
+5,405
+14% +$259K 2.82% 17
2016
Q2 		$1.83M Buy
38,682
+3,130
+9% +$153K 2.62% 19
2016
Q1 		$1.72M Buy
35,552
+1,889
+6% +$92.5K 2.6% 20
2015
Q4 		$1.83M Buy
33,663
+1,684
+5% +$91.4K 2.89% 15
2015
Q3 		$1.64M Buy
31,979
+8,464
+36% +$465K 2.7% 16
2015
Q2 		$1.32M Buy
23,515
+535
+2% +$29.8K 2.11% 22
2015
Q1 		$1.25M Buy
22,980
+1,822
+9% +$98.5K 2.12% 22
2014
Q4 		$1.16M Buy
21,158
+1,079
+5% +$57.1K 1.9% 23
2014
Q3 		$1.04M Buy
20,079
+398
+2% +$20.5K 1.83% 23
2014
Q2 		$1.03M Buy
+19,681
New +$989K 1.82% 23

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Kessler Investment Group sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 69,028 shares — an estimated $5.5M sold.

Kessler Investment Group first reported a position in WFC in Q2 2014 and held it in 38 quarters. The position peaked at $7.63M in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kessler Investment Group reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Kessler Investment Group sold 69,028 Wells Fargo shares in Q2 2026, an estimated $5.5M.
  • Kessler Investment Group first reported a position in Wells Fargo in Q2 2014 and held it in 38 quarters.
  • Kessler Investment Group's Wells Fargo position peaked at $7.63M in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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