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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

KFG Wealth Management's WFC Position: Q2 2026 in Review

KFG Wealth Management increased its Wells Fargo (WFC) stake by 2.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,422 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #162.

KFG Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

KFG Wealth Management held 4,422 shares of Wells Fargo worth $365K as of Q2 2026.
KFG Wealth Management bought 126 Wells Fargo shares in Q2 2026, an estimated $10.1K.
Wells Fargo made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #162 holding.
KFG Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
KFG Wealth Management's Wells Fargo position peaked at $405K in Q3 2025.
1,012 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.