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Keystone Wealth Services’s Wells Fargo WFC Stock Holding History

Keystone Wealth 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 		$3M Sell
36,339
-144
-0.4% -$11.6K 0.56% 42
2026
Q1 		$2.9M Buy
36,483
+510
+1% +$43.8K 0.62% 35
2025
Q4 		$3.35M Buy
35,973
+1
+0% +$87 0.71% 32
2025
Q3 		$3.02M Sell
35,972
-7
-0% -$568 0.66% 36
2025
Q2 		$2.88M Buy
35,979
+9
+0% +$649 0.7% 30
2025
Q1 		$2.58M Buy
35,970
+1
+0% +$75 0.7% 32
2024
Q4 		$2.53M Sell
35,969
-1
-0% -$68 0.67% 33
2024
Q3 		$2.03M Sell
35,970
-108
-0.3% -$6.11K 0.56% 39
2024
Q2 		$2.14M Buy
36,078
+2
+0% +$118 0.67% 37
2024
Q1 		$2.09M Sell
36,076
-109
-0.3% -$5.7K 0.68% 38
2023
Q4 		$1.78M Buy
36,185
+2,131
+6% +$92K 0.61% 40
2023
Q3 		$1.39M Sell
34,054
-381
-1% -$16.4K 0.53% 47
2023
Q2 		$1.47M Sell
34,435
-73
-0.2% -$2.94K 0.55% 44
2023
Q1 		$1.29M Sell
34,508
-23
-0.1% -$1K 0.53% 45
2022
Q4 		$1.43M Buy
34,531
+80
+0.2% +$3.54K 0.62% 40
2022
Q3 		$1.39M Buy
+34,451
New +$1.48M 0.65% 34

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 Wealth Services's WFC Position: Q2 2026 in Review

Keystone Wealth Services reduced its Wells Fargo (WFC) stake by 0.39% in Q2 2026, selling an estimated $11.6K and leaving 36,339 shares worth $3M. The position accounts for 0.56% of the portfolio, ranked #42.

Keystone Wealth Services first reported a position in WFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.35M in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Keystone Wealth Services held 36,339 shares of Wells Fargo worth $3M as of Q2 2026.
  • Keystone Wealth Services sold 144 Wells Fargo shares in Q2 2026, an estimated $11.6K.
  • Wells Fargo made up 0.56% of Keystone Wealth Services's portfolio in Q2 2026, its #42 holding.
  • Keystone Wealth Services first reported a position in Wells Fargo in Q3 2022 and has held it in 16 quarters since.
  • Keystone Wealth Services's Wells Fargo position peaked at $3.35M in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.