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Kestra Private Wealth Services’s Wells Fargo WFC Stock Holding History

Kestra Private Wealth 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 		$10M Sell
126,041
-7,794
-6% -$669K 0.12% 185
2025
Q4 		$12.5M Buy
133,835
+2,635
+2% +$229K 0.15% 143
2025
Q3 		$11M Buy
131,200
+475
+0.4% +$38.5K 0.14% 161
2025
Q2 		$10.5M Buy
130,725
+13,779
+12% +$993K 0.15% 157
2025
Q1 		$8.4M Buy
116,946
+18,247
+18% +$1.37M 0.14% 172
2024
Q4 		$6.93M Buy
98,699
+19,757
+25% +$1.35M 0.12% 190
2024
Q3 		$4.46M Sell
78,942
-17,819
-18% -$1.01M 0.08% 249
2024
Q2 		$5.75M Buy
96,761
+2,016
+2% +$119K 0.12% 197
2024
Q1 		$5.49M Buy
94,745
+970
+1% +$50.7K 0.12% 187
2023
Q4 		$4.62M Buy
93,775
+7,848
+9% +$339K 0.12% 198
2023
Q3 		$3.51M Buy
85,927
+7,334
+9% +$317K 0.11% 210
2023
Q2 		$3.35M Buy
78,593
+14,573
+23% +$587K 0.11% 200
2023
Q1 		$2.39M Buy
64,020
+10,397
+19% +$453K 0.1% 230
2022
Q4 		$2.21M Sell
53,623
-5,429
-9% -$240K 0.11% 212
2022
Q3 		$2.38M Sell
59,052
-7,748
-12% -$333K 0.14% 175
2022
Q2 		$2.62M Sell
66,800
-3,034
-4% -$133K 0.15% 164
2022
Q1 		$3.38M Buy
69,834
+1,025
+1% +$54.9K 0.17% 144
2021
Q4 		$3.3M Sell
68,809
-10,643
-13% -$524K 0.16% 146
2021
Q3 		$3.69M Sell
79,452
-4,156
-5% -$192K 0.21% 122
2021
Q2 		$3.79M Buy
83,608
+23,993
+40% +$1.07M 0.23% 103
2021
Q1 		$2.33M Buy
59,615
+2,677
+5% +$94.8K 0.16% 152
2020
Q4 		$1.69M Sell
56,938
-20,958
-27% -$543K 0.12% 186
2020
Q3 		$1.79M Buy
+77,896
New +$1.92M 0.16% 149

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 Private Wealth Services's WFC Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Wells Fargo (WFC) stake by 5.8% in Q1 2026, selling an estimated $669K and leaving 126,041 shares worth $10M. The position accounts for 0.12% of the portfolio, ranked #185.

Kestra Private Wealth Services first reported a position in WFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.5M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kestra Private Wealth Services held 126,041 shares of Wells Fargo worth $10M as of Q1 2026.
  • Kestra Private Wealth Services sold 7,794 Wells Fargo shares in Q1 2026, an estimated $669K.
  • Wells Fargo made up 0.12% of Kestra Private Wealth Services's portfolio in Q1 2026, its #185 holding.
  • Kestra Private Wealth Services first reported a position in Wells Fargo in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Wells Fargo position peaked at $12.5M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.