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
2020 Q4	–	Sell	-93,200	Closed	-$251K	–	153
2020 Q3	$251K	Buy	+93,200	New	+$2.3M	0.16%	109
2019 Q1	–	Sell	-4,400	Closed	-$50K	–	135
2018 Q4	$50K	Buy	+4,400	New	+$225K	0.06%	86

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

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. 2,803 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.
2,803 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.