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 Q2	$487K	Buy	5,890 +3,008	+104%	+$242K	0.01%	321
2026 Q1	$229K	Buy	+2,882	New	+$248K	﹤0.01%	414
2025 Q4	–	Sell	-16,705	Closed	-$1.4M	–	471
2025 Q3	$1.4M	Buy	16,705 +160	+1%	+$13K	0.04%	163
2025 Q2	$1.33M	Buy	16,545 +8,365	+102%	+$603K	0.04%	152
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's WFC Position: Q2 2026 in Review

Kestra Investment Management increased its Wells Fargo (WFC) stake by 104% in Q2 2026, buying an estimated $242K and bringing the position to 5,890 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #321.

Kestra Investment Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Kestra Investment Management held 5,890 shares of Wells Fargo worth $487K as of Q2 2026.
Kestra Investment Management bought 3,008 Wells Fargo shares in Q2 2026, an estimated $242K.
Wells Fargo made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #321 holding.
Kestra Investment Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Wells Fargo position peaked at $1.4M in Q3 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.