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Key Client Fiduciary Advisors’s Wells Fargo WFC Stock Holding History

Key Client Fiduciary Advisors’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 		$682K Buy
8,255
+1,910
+30% +$153K 0.2% 103
2026
Q1 		$505K Buy
6,345
+229
+4% +$19.7K 0.17% 123
2025
Q4 		$570K Buy
6,116
+14
+0.2% +$1.22K 0.19% 104
2025
Q3 		$511K Buy
6,102
+9
+0.1% +$730 0.17% 113
2025
Q2 		$488K Sell
6,093
-35
-0.6% -$2.52K 0.2% 113
2025
Q1 		$440K Sell
6,128
-79
-1% -$5.93K 0.2% 111
2024
Q4 		$436K Sell
6,207
-451
-7% -$30.8K 0.19% 113
2024
Q3 		$376K Buy
6,658
+413
+7% +$23.4K 0.17% 125
2024
Q2 		$371K Sell
6,245
-145
-2% -$8.56K 0.18% 119
2024
Q1 		$370K Buy
6,390
+1,278
+25% +$66.9K 0.2% 124
2023
Q4 		$252K Hold
5,112
– – 0.15% 147
2023
Q3 		$209K Buy
5,112
+40
+0.8% +$1.73K 0.13% 157
2023
Q2 		$216K Buy
+5,072
New +$204K 0.13% 163
2023
Q1 		– Sell
-5,016
Closed -$207K – 174
2022
Q4 		$207K Buy
+5,016
New +$222K 0.14% 147

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Key Client Fiduciary Advisors's WFC Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Wells Fargo (WFC) stake by 30% in Q2 2026, buying an estimated $153K and bringing the position to 8,255 shares worth $682K. The position accounts for 0.2% of the portfolio, ranked #103.

Key Client Fiduciary Advisors first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Key Client Fiduciary Advisors held 8,255 shares of Wells Fargo worth $682K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 1,910 Wells Fargo shares in Q2 2026, an estimated $153K.
  • Wells Fargo made up 0.2% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #103 holding.
  • Key Client Fiduciary Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.