Key Capital Management’s Wells Fargo WFC Stock Holding History

Key Capital 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	$8.1K	Buy	98 +20	+26%	+$1.61K	﹤0.01%	365
2026 Q1	$6.21K	Buy	78 +18	+30%	+$1.55K	﹤0.01%	359
2025 Q4	$5.59K	Buy	+60	New	+$5.21K	0.01%	306

Other funds holding WFC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Key Capital Management's WFC Position: Q2 2026 in Review

Key Capital Management increased its Wells Fargo (WFC) stake by 26% in Q2 2026, buying an estimated $1.61K and bringing the position to 98 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Key Capital Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 1,699 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Key Capital Management held 98 shares of Wells Fargo worth $8.1K as of Q2 2026.
Key Capital Management bought 20 Wells Fargo shares in Q2 2026, an estimated $1.61K.
Wells Fargo made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #365 holding.
Key Capital Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
1,699 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.