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Keudell/Morrison Wealth Management’s Wells Fargo WFC Stock Holding History

Keudell/Morrison Wealth 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 		$994K Sell
12,030
-83
-0.7% -$6.67K 0.19% 80
2026
Q1 		$964K Buy
12,113
+886
+8% +$76.1K 0.2% 78
2025
Q4 		$1.05M Buy
+11,227
New +$975K 0.22% 72
2025
Q2 		$973K Buy
12,146
+28
+0.2% +$2.02K 0.22% 68
2025
Q1 		$870K Buy
12,118
+685
+6% +$51.4K 0.21% 73
2024
Q4 		$803K Sell
11,433
-278
-2% -$19K 0.21% 77
2024
Q3 		$662K Sell
11,711
-109
-0.9% -$6.17K 0.18% 93
2024
Q2 		$702K Sell
11,820
-2,972
-20% -$175K 0.21% 89
2024
Q1 		$857K Sell
14,792
-1,601
-10% -$83.8K 0.26% 76
2023
Q4 		$807K Sell
16,393
-36
-0.2% -$1.55K 0.27% 75
2023
Q3 		$671K Buy
16,429
+12
+0.1% +$518 0.2% 78
2023
Q2 		$701K Sell
16,417
-374
-2% -$15.1K 0.2% 81
2023
Q1 		$628K Buy
16,791
+568
+4% +$24.8K 0.18% 86
2022
Q4 		$670K Sell
16,223
-227
-1% -$10K 0.21% 82
2022
Q3 		$662K Sell
16,450
-66
-0.4% -$2.84K 0.25% 80
2022
Q2 		$647K Buy
16,516
+296
+2% +$13K 0.24% 86
2022
Q1 		$786K Sell
16,220
-74
-0.5% -$3.96K 0.33% 75
2021
Q4 		$782K Sell
16,294
-992
-6% -$48.8K 0.31% 73
2021
Q3 		$802K Sell
17,286
-1,574
-8% -$72.9K 0.34% 65
2021
Q2 		$854K Buy
18,860
+439
+2% +$19.6K 0.47% 66
2021
Q1 		$720K Buy
18,421
+739
+4% +$26.2K 0.42% 74
2020
Q4 		$534K Buy
17,682
+541
+3% +$14K 0.34% 85
2020
Q3 		$403K Buy
17,141
+489
+3% +$12.1K 0.26% 94
2020
Q2 		$426K Sell
16,652
-865
-5% -$23.7K 0.35% 89
2020
Q1 		$503K Buy
17,517
+528
+3% +$22.4K 0.49% 73
2019
Q4 		$914K Buy
16,989
+175
+1% +$9.17K 0.63% 52
2019
Q3 		$848K Sell
16,814
-459
-3% -$21.6K 0.7% 51
2019
Q2 		$791K Buy
17,273
+787
+5% +$36.8K 0.69% 51
2019
Q1 		$797K Buy
+16,486
New +$811K 0.7% 49

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Keudell/Morrison Wealth Management's WFC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Wells Fargo (WFC) stake by 0.69% in Q2 2026, selling an estimated $6.67K and leaving 12,030 shares worth $994K. The position accounts for 0.19% of the portfolio, ranked #80.

Keudell/Morrison Wealth Management first reported a position in WFC in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.05M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 12,030 shares of Wells Fargo worth $994K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 83 Wells Fargo shares in Q2 2026, an estimated $6.67K.
  • Wells Fargo made up 0.19% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Keudell/Morrison Wealth Management first reported a position in Wells Fargo in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Wells Fargo position peaked at $1.05M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.