KAS
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Kestra Advisory Services’s Wells Fargo WFC Stock Holding History

Kestra Advisory Services’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 		$16.8M Buy
210,440
+5,164
+3% +$444K 0.06% 311
2025
Q4 		$19.1M Buy
205,276
+11,818
+6% +$1.03M 0.08% 256
2025
Q3 		$16.2M Buy
193,458
+26,351
+16% +$2.14M 0.07% 274
2025
Q2 		$13.4M Buy
167,107
+8,006
+5% +$577K 0.07% 298
2025
Q1 		$11.4M Sell
159,101
-17,467
-10% -$1.31M 0.06% 318
2024
Q4 		$12.4M Sell
176,568
-360,363
-67% -$24.6M 0.07% 298
2024
Q3 		$30.3M Buy
536,931
+10,875
+2% +$615K 0.17% 125
2024
Q2 		$30.6M Buy
526,056
+359,410
+216% +$21.2M 0.17% 126
2024
Q1 		$9.66M Buy
166,646
+12,028
+8% +$629K 0.06% 315
2023
Q4 		$7.61M Sell
154,618
-7,779
-5% -$336K 0.06% 332
2023
Q3 		$6.64M Buy
162,397
+6,519
+4% +$281K 0.07% 310
2023
Q2 		$6.65M Sell
155,878
-9,485
-6% -$382K 0.07% 301
2023
Q1 		$6.18M Sell
165,363
-47,977
-22% -$2.09M 0.07% 297
2022
Q4 		$8.81M Sell
213,340
-8,844
-4% -$391K 0.08% 278
2022
Q3 		$8.94M Buy
222,184
+22,369
+11% +$961K 0.1% 235
2022
Q2 		$7.83M Buy
199,815
+12,492
+7% +$548K 0.08% 261
2022
Q1 		$9.08M Buy
187,323
+17,677
+10% +$946K 0.09% 239
2021
Q4 		$8.14M Sell
169,646
-198,293
-54% -$9.76M 0.08% 265
2021
Q3 		$17.1M Buy
367,939
+182,759
+99% +$8.46M 0.17% 136
2021
Q2 		$8.39M Sell
185,180
-3,973
-2% -$177K 0.1% 232
2021
Q1 		$7.39M Sell
189,153
-36,659
-16% -$1.3M 0.09% 246
2020
Q4 		$6.72M Buy
225,812
+114,904
+104% +$2.97M 0.08% 279
2020
Q3 		$2.61M Buy
+110,908
New +$2.73M 0.05% 361

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's WFC Position: Q1 2026 in Review

Kestra Advisory Services increased its Wells Fargo (WFC) stake by 2.5% in Q1 2026, buying an estimated $444K and bringing the position to 210,440 shares worth $16.8M. The position accounts for 0.06% of the portfolio, ranked #311.

Kestra Advisory Services first reported a position in WFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $30.6M in Q2 2024. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kestra Advisory Services held 210,440 shares of Wells Fargo worth $16.8M as of Q1 2026.
  • Kestra Advisory Services bought 5,164 Wells Fargo shares in Q1 2026, an estimated $444K.
  • Wells Fargo made up 0.06% of Kestra Advisory Services's portfolio in Q1 2026, its #311 holding.
  • Kestra Advisory Services first reported a position in Wells Fargo in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Wells Fargo position peaked at $30.6M in Q2 2024.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.