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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
Q2 		$1.5M Buy
18,117
+384
+2% +$30.9K 0.39% 34
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 $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

Keystone Financial Services (Colorado)'s WFC Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Wells Fargo (WFC) stake by 2.2% in Q2 2026, buying an estimated $30.9K and bringing the position to 18,117 shares worth $1.5M. The position accounts for 0.39% of the portfolio, ranked #34.

Keystone Financial Services (Colorado) first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q4 2025. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Keystone Financial Services (Colorado) held 18,117 shares of Wells Fargo worth $1.5M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 384 Wells Fargo shares in Q2 2026, an estimated $30.9K.
  • Wells Fargo made up 0.39% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #34 holding.
  • Keystone Financial Services (Colorado) first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s Wells Fargo position peaked at $1.75M in Q4 2025.
  • 2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.