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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
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% -$9.81K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Key Financial Inc's WFC Position: Q2 2026 in Review

Key Financial Inc increased its Wells Fargo (WFC) stake by 22% in Q2 2026, buying an estimated $33.1K and bringing the position to 2,325 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #306.

Key Financial Inc first reported a position in WFC in Q1 2020 and has held it in 24 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Key Financial Inc held 2,325 shares of Wells Fargo worth $192K as of Q2 2026.
  • Key Financial Inc bought 412 Wells Fargo shares in Q2 2026, an estimated $33.1K.
  • Wells Fargo made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #306 holding.
  • Key Financial Inc first reported a position in Wells Fargo in Q1 2020 and has held it in 24 quarters since.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.