Keynote Financial Services’s Wells Fargo WFC Stock Holding History

Keynote Financial Services’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	$326K	Hold	4,100	–	–	0.17%	124
2025 Q4	$382K	Hold	4,100	–	–	0.21%	113
2025 Q3	$344K	Hold	4,100	–	–	0.21%	118
2025 Q2	$328K	Sell	4,100 -125	-3%	-$9.01K	0.22%	114
2025 Q1	$303K	Sell	4,225 -65	-2%	-$4.88K	0.22%	116
2024 Q4	$301K	Hold	4,290	–	–	0.23%	112
2024 Q3	$242K	Buy	4,290 +190	+5%	+$10.7K	0.19%	122
2024 Q2	$243K	Hold	4,100	–	–	0.2%	117
2024 Q1	$238K	Buy	+4,100	New	+$215K	0.2%	118

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keynote Financial Services's WFC Position: Q1 2026 in Review

Keynote Financial Services held its Wells Fargo (WFC) position steady in Q1 2026 at 4,100 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #124.

Keynote Financial Services first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $382K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Keynote Financial Services held 4,100 shares of Wells Fargo worth $326K as of Q1 2026.
Keynote Financial Services left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.17% of Keynote Financial Services's portfolio in Q1 2026, its #124 holding.
Keynote Financial Services first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Keynote Financial Services's Wells Fargo position peaked at $382K in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.