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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
Q2 		$339K Hold
4,100
– – 0.16% 127
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
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

Keynote Financial Services's WFC Position: Q2 2026 in Review

Keynote Financial Services held its Wells Fargo (WFC) position steady in Q2 2026 at 4,100 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #127.

Keynote Financial Services first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $382K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Keynote Financial Services held 4,100 shares of Wells Fargo worth $339K as of Q2 2026.
  • Keynote Financial Services left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.16% of Keynote Financial Services's portfolio in Q2 2026, its #127 holding.
  • Keynote Financial Services first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Wells Fargo position peaked at $382K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.