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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
Q2 		$719K Buy
8,697
+1,271
+17% +$102K 0.04% 270
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 $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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s WFC Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Wells Fargo (WFC) stake by 17% in Q2 2026, buying an estimated $102K and bringing the position to 8,697 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #270.

Keystone Financial Group (Kentucky) first reported a position in WFC in Q1 2019 and has held it in 28 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 8,697 shares of Wells Fargo worth $719K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,271 Wells Fargo shares in Q2 2026, an estimated $102K.
  • Wells Fargo made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #270 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Wells Fargo in Q1 2019 and has held it in 28 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.