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Kilter Group’s Wells Fargo WFC Stock Holding History

Kilter Group’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 		$49.7K Sell
601
-55
-8% -$4.42K 0.02% 143
2026
Q1 		$52.2K Buy
656
+87
+15% +$7.47K 0.02% 122
2025
Q4 		$53K Buy
569
+119
+26% +$10.3K 0.02% 111
2025
Q3 		$37.7K Buy
450
+63
+16% +$5.11K 0.02% 129
2025
Q2 		$31K Buy
+387
New +$27.9K 0.01% 132

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

Kilter Group's WFC Position: Q2 2026 in Review

Kilter Group reduced its Wells Fargo (WFC) stake by 8.4% in Q2 2026, selling an estimated $4.42K and leaving 601 shares worth $49.7K. The position accounts for 0.02% of the portfolio, ranked #143.

Kilter Group first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $53K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kilter Group held 601 shares of Wells Fargo worth $49.7K as of Q2 2026.
  • Kilter Group sold 55 Wells Fargo shares in Q2 2026, an estimated $4.42K.
  • Wells Fargo made up 0.02% of Kilter Group's portfolio in Q2 2026, its #143 holding.
  • Kilter Group first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Wells Fargo position peaked at $53K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.