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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
Q2 		$9.67M Sell
117,059
-8,982
-7% -$722K 0.11% 209
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's WFC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Wells Fargo (WFC) stake by 7.1% in Q2 2026, selling an estimated $722K and leaving 117,059 shares worth $9.67M. The position accounts for 0.11% of the portfolio, ranked #209.

Kestra Private Wealth Services first reported a position in WFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.5M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kestra Private Wealth Services held 117,059 shares of Wells Fargo worth $9.67M as of Q2 2026.
  • Kestra Private Wealth Services sold 8,982 Wells Fargo shares in Q2 2026, an estimated $722K.
  • Wells Fargo made up 0.11% of Kestra Private Wealth Services's portfolio in Q2 2026, its #209 holding.
  • Kestra Private Wealth Services first reported a position in Wells Fargo in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Wells Fargo position peaked at $12.5M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.