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Keystone Financial Group (Kentucky)’s Wells Fargo WFC Stock Holding History

Keystone Financial Group (Kentucky)’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 		$592K Buy
7,426
+425
+6% +$36.5K 0.04% 266
2025
Q4 		$652K Buy
7,001
+398
+6% +$34.6K 0.05% 227
2025
Q3 		$553K Buy
6,603
+52
+0.8% +$4.22K 0.04% 225
2025
Q2 		$525K Buy
6,551
+51
+0.8% +$3.68K 0.05% 227
2025
Q1 		$467K Sell
6,500
-1,022
-14% -$76.7K 0.05% 216
2024
Q4 		$530K Sell
7,522
-1,964
-21% -$134K 0.05% 205
2024
Q3 		$536K Sell
9,486
-702
-7% -$39.7K 0.07% 183
2024
Q2 		$605K Buy
10,188
+404
+4% +$23.9K 0.22% 67
2024
Q1 		$567K Buy
9,784
+888
+10% +$46.5K 0.08% 159
2023
Q4 		$438K Sell
8,896
-299
-3% -$12.9K 0.08% 165
2023
Q3 		$376K Buy
9,195
+155
+2% +$6.69K 0.06% 188
2023
Q2 		$386K Buy
+9,040
New +$364K 0.07% 187
2022
Q4 		$441K Sell
10,671
-132
-1% -$5.84K 0.09% 160
2022
Q3 		$434K Buy
10,803
+230
+2% +$9.88K 0.09% 155
2022
Q2 		$414K Buy
10,573
+30
+0.3% +$1.32K 0.08% 168
2022
Q1 		$511K Sell
10,543
-38
-0.4% -$2.03K 0.09% 154
2021
Q4 		$508K Buy
10,581
+23
+0.2% +$1.13K 0.08% 162
2021
Q3 		$490K Buy
10,558
+177
+2% +$8.19K 0.09% 160
2021
Q2 		$470K Buy
10,381
+1,058
+11% +$47.2K 0.09% 163
2021
Q1 		$364K Sell
9,323
-1,006
-10% -$35.6K 0.07% 183
2020
Q4 		$312K Buy
10,329
+25
+0.2% +$647 0.06% 189
2020
Q3 		$242K Buy
10,304
+2,191
+27% +$54K 0.06% 208
2020
Q2 		$208K Buy
+8,113
New +$222K 0.06% 212
2020
Q1 		– Sell
-4,506
Closed -$242K – 250
2019
Q4 		$242K Sell
4,506
-1,025
-19% -$53.7K 0.07% 213
2019
Q3 		$279K Sell
5,531
-133
-2% -$6.27K 0.09% 182
2019
Q2 		$268K Sell
5,664
-200
-3% -$9.35K 0.09% 179
2019
Q1 		$283K Buy
+5,864
New +$288K 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

Keystone Financial Group (Kentucky)'s WFC Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Wells Fargo (WFC) stake by 6.1% in Q1 2026, buying an estimated $36.5K and bringing the position to 7,426 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #266.

Keystone Financial Group (Kentucky) first reported a position in WFC in Q1 2019 and has held it in 27 quarters since. The position peaked at $652K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 7,426 shares of Wells Fargo worth $592K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 425 Wells Fargo shares in Q1 2026, an estimated $36.5K.
  • Wells Fargo made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #266 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Wells Fargo in Q1 2019 and has held it in 27 quarters since.
  • Keystone Financial Group (Kentucky)'s Wells Fargo position peaked at $652K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.