Key Financial Inc
WFC icon

Key Financial Inc’s Wells Fargo WFC Stock Holding History

Key Financial Inc’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
Q3 		$187K Buy
2,334
+9
+0.4% +$779 0.03% 309
2026
Q2 		$192K Buy
2,325
+412
+22% +$33.1K 0.03% 306
2026
Q1 		$152K Buy
1,913
+73
+4% +$6.27K 0.03% 332
2025
Q4 		$171K Sell
1,840
-73
-4% -$6.34K 0.03% 312
2025
Q3 		$155K Sell
1,913
-121
-6% -$9.8K 0.03% 329
2025
Q2 		$163K Buy
2,034
+285
+16% +$20.5K 0.03% 310
2025
Q1 		$126K Hold
1,749
– – 0.03% 326
2024
Q4 		$123K Buy
1,749
+71
+4% +$4.85K 0.03% 321
2024
Q3 		$94.8K Sell
1,678
-8
-0.5% -$452 0.02% 355
2024
Q2 		$100K Buy
1,686
+209
+14% +$12.3K 0.02% 340
2024
Q1 		$85.6K Hold
1,477
– – 0.02% 349
2023
Q4 		$72.7K Sell
1,477
-80
-5% -$3.45K 0.02% 366
2023
Q3 		$63.6K Sell
1,557
-387
-20% -$16.7K 0.02% 362
2023
Q2 		$83K Buy
1,944
+287
+17% +$11.6K 0.03% 331
2023
Q1 		$61.9K Hold
1,657
– – 0.02% 359
2022
Q4 		$66.6K Hold
1,657
– – 0.03% 314
2022
Q3 		$67K Sell
1,657
-1,445
-47% -$62.1K 0.03% 317
2022
Q2 		$124K Buy
3,102
+505
+19% +$22.2K 0.07% 210
2022
Q1 		$126K Buy
2,597
+1,317
+103% +$70.5K 0.06% 217
2021
Q4 		$61K Hold
1,280
– – 0.03% 319
2021
Q3 		$59K Buy
1,280
+77
+6% +$3.56K 0.03% 323
2021
Q2 		$55K Hold
1,203
– – 0.03% 343
2021
Q1 		$47K Buy
1,203
+173
+17% +$6.12K 0.03% 286
2020
Q4 		$31K Buy
+1,030
New +$26.7K 0.02% 318
2020
Q2 		– Sell
-3,210
Closed -$96K – 645
2020
Q1 		$96K Buy
+3,210
New +$136K 0.1% 165

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Key Financial Inc's WFC Position: Q3 2026 in Review

Key Financial Inc increased its Wells Fargo (WFC) stake by 0.39% in Q3 2026, buying an estimated $779 and bringing the position to 2,334 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #309.

Key Financial Inc first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $192K in Q2 2026. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Key Financial Inc held 2,334 shares of Wells Fargo worth $187K as of Q3 2026.
  • Key Financial Inc bought 9 Wells Fargo shares in Q3 2026, an estimated $779.
  • Wells Fargo made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #309 holding.
  • Key Financial Inc first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Wells Fargo position peaked at $192K in Q2 2026.
  • 1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.