KG&L Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $274K | Sell |
3,313
-4,350
| -57% | -$350K | 0.16% | 118 |
|
|
2026
Q1 | $443K | Sell |
7,663
-2,886
| -27% | -$248K | 0.32% | 80 |
|
|
2025
Q4 | $756K | Buy |
10,549
+502
| +5% | +$43.6K | 0.19% | 106 |
|
|
2025
Q3 | $657K | Sell |
10,047
-5,385
| -35% | -$437K | 0.18% | 106 |
|
|
2025
Q2 | $1.07M | Buy |
15,432
+5,205
| +51% | +$375K | 0.32% | 65 |
|
|
2025
Q1 | $602K | Buy |
10,227
+183
| +2% | +$13.7K | 0.2% | 104 |
|
|
2024
Q4 | $580K | Sell |
10,044
-17,290
| -63% | -$1.18M | 0.19% | 104 |
|
|
2024
Q3 | $1.48M | Buy |
27,334
+16,019
| +142% | +$906K | 0.48% | 47 |
|
|
2024
Q2 | $594K | Buy |
11,315
+698
| +7% | +$41.2K | 0.21% | 105 |
|
|
2024
Q1 | $544K | Sell |
10,617
-2,112
| -17% | -$110K | 0.22% | 101 |
|
|
2023
Q4 | $593K | Sell |
12,729
-34,932
| -73% | -$1.51M | 0.25% | 84 |
|
|
2023
Q3 | $1.95M | Sell |
47,661
-3,721
| -7% | -$161K | 0.94% | 21 |
|
|
2023
Q2 | $2.19M | Sell |
51,382
-643
| -1% | -$25.9K | 1.05% | 20 |
|
|
2023
Q1 | $1.94M | Buy |
52,025
+4,890
| +10% | +$213K | 1.02% | 23 |
|
|
2022
Q4 | $1.95M | Buy |
47,135
+5,461
| +13% | +$242K | 1.12% | 20 |
|
|
2022
Q3 | $1.68M | Buy |
41,674
+983
| +2% | +$42.2K | 0.95% | 28 |
|
|
2022
Q2 | $1.59M | Sell |
40,691
-544
| -1% | -$23.9K | 0.86% | 29 |
|
|
2022
Q1 | $2M | Sell |
41,235
-5,126
| -11% | -$274K | 0.83% | 29 |
|
|
2021
Q4 | $2.22M | Sell |
46,361
-2,129
| -4% | -$105K | 0.9% | 29 |
|
|
2021
Q3 | $2.25M | Sell |
48,490
-2,013
| -4% | -$93.2K | 0.99% | 29 |
|
|
2021
Q2 | $2.29M | Sell |
50,503
-627
| -1% | -$28K | 1.04% | 27 |
|
|
2021
Q1 | $2M | Sell |
51,130
-7,710
| -13% | -$273K | 0.99% | 27 |
|
|
2020
Q4 | $1.77M | Sell |
58,840
-3,402
| -5% | -$88.1K | 0.97% | 25 |
|
|
2020
Q3 | $1.46M | Buy |
62,242
+2,719
| +5% | +$67K | 0.92% | 31 |
|
|
2020
Q2 | $1.52M | Buy |
59,523
+20,026
| +51% | +$548K | 1.17% | 26 |
|
|
2020
Q1 | $1.13M | Sell |
39,497
-684
| -2% | -$29.1K | 1.13% | 27 |
|
|
2019
Q4 | $2.16M | Sell |
40,181
-1,294
| -3% | -$67.8K | 1.83% | 10 |
|
|
2019
Q3 | $2.09M | Sell |
41,475
-10,228
| -20% | -$482K | 1.9% | 9 |
|
|
2019
Q2 | $2.45M | Buy |
51,703
+11,162
| +28% | +$522K | 2.33% | 9 |
|
|
2019
Q1 | $1.96M | Buy |
40,541
+6,429
| +19% | +$316K | 1.98% | 9 |
|
|
2018
Q4 | $1.57M | Buy |
+34,112
| New | +$1.75M | 1.76% | 9 |
|
Other funds holding WFC
KG&L Capital Management's WFC Position: Q2 2026 in Review
KG&L Capital Management reduced its Wells Fargo (WFC) stake by 57% in Q2 2026, selling an estimated $350K and leaving 3,313 shares worth $274K. The position accounts for 0.16% of the portfolio, ranked #118.
KG&L Capital Management first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.45M in Q2 2019. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- KG&L Capital Management held 3,313 shares of Wells Fargo worth $274K as of Q2 2026.
- KG&L Capital Management sold 4,350 Wells Fargo shares in Q2 2026, an estimated $350K.
- Wells Fargo made up 0.16% of KG&L Capital Management's portfolio in Q2 2026, its #118 holding.
- KG&L Capital Management first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- KG&L Capital Management's Wells Fargo position peaked at $2.45M in Q2 2019.
- 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.