KLCM
WFC icon

KG&L Capital Management’s Wells Fargo WFC Stock Holding History

KG&L Capital 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KG&L Capital Management's WFC Position: Q1 2026 in Review

KG&L Capital Management reduced its Wells Fargo (WFC) stake by 27% in Q1 2026, selling an estimated $248K and leaving 7,663 shares worth $443K. The position accounts for 0.32% of the portfolio, ranked #80.

KG&L Capital Management first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.45M in Q2 2019. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • KG&L Capital Management held 7,663 shares of Wells Fargo worth $443K as of Q1 2026.
  • KG&L Capital Management sold 2,886 Wells Fargo shares in Q1 2026, an estimated $248K.
  • Wells Fargo made up 0.32% of KG&L Capital Management's portfolio in Q1 2026, its #80 holding.
  • KG&L Capital Management first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Wells Fargo position peaked at $2.45M in Q2 2019.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.