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Keyes Stange & Wooten Wealth Management’s Wells Fargo WFC Stock Holding History

Keyes Stange & Wooten Wealth 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
Q1 		– Sell
-2,363
Closed -$220K – 78
2025
Q4 		$220K Buy
+2,363
New +$205K 0.1% 68

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Capital Research Global Investors
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Wellington Management Group
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VPM
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Keyes Stange & Wooten Wealth Management's WFC Position: Q1 2026 in Review

Keyes Stange & Wooten Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,363 shares — an estimated $220K sold.

Keyes Stange & Wooten Wealth Management first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 2,808 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Keyes Stange & Wooten Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 2,363 Wells Fargo shares in Q1 2026, an estimated $220K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
  • Keyes Stange & Wooten Wealth Management's Wells Fargo position peaked at $220K in Q4 2025.
  • 2,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.