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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.