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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Wealth Services's WFC Position: Q1 2026 in Review

Keystone Wealth Services increased its Wells Fargo (WFC) stake by 1.4% in Q1 2026, buying an estimated $43.8K and bringing the position to 36,483 shares worth $2.9M. The position accounts for 0.62% of the portfolio, ranked #35.

Keystone Wealth Services first reported a position in WFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.35M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Keystone Wealth Services held 36,483 shares of Wells Fargo worth $2.9M as of Q1 2026.
Keystone Wealth Services bought 510 Wells Fargo shares in Q1 2026, an estimated $43.8K.
Wells Fargo made up 0.62% of Keystone Wealth Services's portfolio in Q1 2026, its #35 holding.
Keystone Wealth Services first reported a position in Wells Fargo in Q3 2022 and has held it in 15 quarters since.
Keystone Wealth Services's Wells Fargo position peaked at $3.35M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.