KFG Wealth Management
WFC icon

KFG Wealth Management’s Wells Fargo WFC Stock Holding History

KFG Wealth Management’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
Q3 		$348K Sell
4,349
-73
-2% -$6.32K 0.04% 164
2026
Q2 		$365K Buy
4,422
+126
+3% +$10.1K 0.04% 162
2026
Q1 		$342K Sell
4,296
-25
-0.6% -$2.15K 0.04% 161
2025
Q4 		$403K Sell
4,321
-510
-11% -$44.3K 0.05% 153
2025
Q3 		$405K Buy
4,831
+708
+17% +$57.4K 0.06% 146
2025
Q2 		$330K Buy
+4,123
New +$297K 0.05% 153

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

KFG Wealth Management's WFC Position: Q3 2026 in Review

KFG Wealth Management reduced its Wells Fargo (WFC) stake by 1.7% in Q3 2026, selling an estimated $6.32K and leaving 4,349 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #164.

KFG Wealth Management first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $405K in Q3 2025. 1,863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • KFG Wealth Management held 4,349 shares of Wells Fargo worth $348K as of Q3 2026.
  • KFG Wealth Management sold 73 Wells Fargo shares in Q3 2026, an estimated $6.32K.
  • Wells Fargo made up 0.04% of KFG Wealth Management's portfolio in Q3 2026, its #164 holding.
  • KFG Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • KFG Wealth Management's Wells Fargo position peaked at $405K in Q3 2025.
  • 1,863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.