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Keystone Financial Services (Colorado)’s Wells Fargo WFC Stock Holding History

Keystone Financial Services (Colorado)’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 		$1.41M Sell
17,733
-995
-5% -$85.5K 0.41% 33
2025
Q4 		$1.75M Sell
18,728
-76
-0.4% -$6.6K 0.53% 28
2025
Q3 		$1.58M Buy
18,804
+1,004
+6% +$81.4K 0.49% 29
2025
Q2 		$1.43M Buy
17,800
+419
+2% +$30.2K 0.49% 29
2025
Q1 		$1.25M Sell
17,381
-1,137
-6% -$85.4K 0.48% 28
2024
Q4 		$1.3M Sell
18,518
-808
-4% -$55.2K 0.5% 23
2024
Q3 		$1.09M Buy
19,326
+1,360
+8% +$76.9K 0.42% 26
2024
Q2 		$1.07M Buy
17,966
+847
+5% +$50K 0.44% 27
2024
Q1 		$992K Buy
17,119
+1,010
+6% +$52.8K 0.43% 29
2023
Q4 		$793K Buy
16,109
+76
+0.5% +$3.28K 0.37% 31
2023
Q3 		$655K Sell
16,033
-31
-0.2% -$1.34K 0.35% 32
2023
Q2 		$686K Buy
16,064
+81
+0.5% +$3.26K 0.35% 30
2023
Q1 		$597K Buy
15,983
+232
+1% +$10.1K 0.32% 33
2022
Q4 		$738K Buy
15,751
+6
+0% +$266 0.4% 26
2022
Q3 		$719K Sell
15,745
-800
-5% -$34.4K 0.42% 26
2022
Q2 		$709K Buy
16,545
+292
+2% +$12.8K 0.39% 31
2022
Q1 		$714K Sell
16,253
-86
-0.5% -$4.6K 0.41% 30
2021
Q4 		$783K Buy
+16,339
New +$804K 0.4% 32

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 Services (Colorado)'s WFC Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its Wells Fargo (WFC) stake by 5.3% in Q1 2026, selling an estimated $85.5K and leaving 17,733 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #33.

Keystone Financial Services (Colorado) first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Keystone Financial Services (Colorado) held 17,733 shares of Wells Fargo worth $1.41M as of Q1 2026.
  • Keystone Financial Services (Colorado) sold 995 Wells Fargo shares in Q1 2026, an estimated $85.5K.
  • Wells Fargo made up 0.41% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #33 holding.
  • Keystone Financial Services (Colorado) first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s Wells Fargo position peaked at $1.75M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.