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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
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% -$9.81K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Key Financial Inc's WFC Position: Q1 2026 in Review

Key Financial Inc increased its Wells Fargo (WFC) stake by 4% in Q1 2026, buying an estimated $6.27K and bringing the position to 1,913 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #332.

Key Financial Inc first reported a position in WFC in Q1 2020 and has held it in 23 quarters since. The position peaked at $171K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Key Financial Inc held 1,913 shares of Wells Fargo worth $152K as of Q1 2026.
  • Key Financial Inc bought 73 Wells Fargo shares in Q1 2026, an estimated $6.27K.
  • Wells Fargo made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #332 holding.
  • Key Financial Inc first reported a position in Wells Fargo in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Wells Fargo position peaked at $171K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.