KJWM
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Kiley Juergens Wealth Management’s Wells Fargo WFC Stock Holding History

Kiley Juergens 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 		$961K Buy
11,625
+497
+4% +$39.9K 0.15% 96
2026
Q1 		$886K Buy
11,128
+142
+1% +$12.2K 0.16% 100
2025
Q4 		$1.02M Sell
10,986
-19
-0.2% -$1.65K 0.22% 55
2025
Q3 		$922K Sell
11,005
-344
-3% -$27.9K 0.2% 58
2025
Q2 		$909K Sell
11,349
-28
-0.2% -$2.02K 0.21% 59
2025
Q1 		$817K Sell
11,377
-2,490
-18% -$187K 0.22% 59
2024
Q4 		$974K Sell
13,867
-156
-1% -$10.7K 0.24% 55
2024
Q3 		$792K Buy
14,023
+117
+0.8% +$6.62K 0.21% 56
2024
Q2 		$826K Sell
13,906
-164
-1% -$9.68K 0.23% 52
2024
Q1 		$815K Buy
14,070
+340
+2% +$17.8K 0.25% 47
2023
Q4 		$676K Sell
13,730
-585
-4% -$25.2K 0.23% 54
2023
Q3 		$585K Buy
+14,315
New +$618K 0.21% 61
2020
Q3 		– Sell
-13,719
Closed -$351K – 49
2020
Q2 		$351K Sell
13,719
-234
-2% -$6.4K 0.29% 42
2020
Q1 		$400K Buy
13,953
+252
+2% +$10.7K 0.41% 36
2019
Q4 		$737K Buy
13,701
+2,000
+17% +$105K 0.65% 31
2019
Q3 		$590K Buy
11,701
+559
+5% +$26.3K 0.65% 30
2019
Q2 		$527K Sell
11,142
-247
-2% -$11.6K 0.59% 35
2019
Q1 		$550K Buy
11,389
+147
+1% +$7.23K 0.69% 29
2018
Q4 		$518K Buy
11,242
+295
+3% +$15.1K 0.73% 30
2018
Q3 		$575K Buy
10,947
+5,541
+102% +$316K 0.43% 50
2018
Q2 		$299K Buy
5,406
+1
+0% +$54 0.27% 65
2018
Q1 		$283K Buy
5,405
+29
+0.5% +$1.72K 0.31% 62
2017
Q4 		$326K Buy
+5,376
New +$304K 0.29% 58

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kiley Juergens Wealth Management's WFC Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Wells Fargo (WFC) stake by 4.5% in Q2 2026, buying an estimated $39.9K and bringing the position to 11,625 shares worth $961K. The position accounts for 0.15% of the portfolio, ranked #96.

Kiley Juergens Wealth Management first reported a position in WFC in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.02M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kiley Juergens Wealth Management held 11,625 shares of Wells Fargo worth $961K as of Q2 2026.
  • Kiley Juergens Wealth Management bought 497 Wells Fargo shares in Q2 2026, an estimated $39.9K.
  • Wells Fargo made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Kiley Juergens Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 23 quarters since.
  • Kiley Juergens Wealth Management's Wells Fargo position peaked at $1.02M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.