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Kestra Investment Management’s Wells Fargo WFC Stock Holding History

Kestra Investment Management’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 		$229K Buy
+2,882
New +$248K ﹤0.01% 414
2025
Q4 		– Sell
-16,705
Closed -$1.4M – 471
2025
Q3 		$1.4M Sell
16,705
-8,020
-32% -$650K 0.04% 163
2025
Q2 		$1.91M Buy
24,725
+16,545
+202% +$1.19M 0.03% 193
2025
Q1 		$587K Sell
8,180
-93
-1% -$6.98K 0.02% 248
2024
Q4 		$581K Buy
8,273
+703
+9% +$48K 0.02% 208
2024
Q3 		$428K Buy
+7,570
New +$428K 0.02% 223

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 Investment Management's WFC Position: Q1 2026 in Review

Kestra Investment Management opened a new position in Wells Fargo (WFC) in Q1 2026: 2,882 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in WFC as recently as Q3 2025.

Kestra Investment Management first reported a position in WFC in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kestra Investment Management held 2,882 shares of Wells Fargo worth $229K as of Q1 2026.
  • Wells Fargo was a new Kestra Investment Management position in Q1 2026.
  • Wells Fargo made up ﹤0.01% of Kestra Investment Management's portfolio in Q1 2026, its #414 holding.
  • Kestra Investment Management first reported a position in Wells Fargo in Q3 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's Wells Fargo position peaked at $1.91M in Q2 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.