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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
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 $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

Kilter Group's WFC Position: Q1 2026 in Review

Kilter Group increased its Wells Fargo (WFC) stake by 15% in Q1 2026, buying an estimated $7.47K and bringing the position to 656 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #122.

Kilter Group first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $53K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kilter Group held 656 shares of Wells Fargo worth $52.2K as of Q1 2026.
  • Kilter Group bought 87 Wells Fargo shares in Q1 2026, an estimated $7.47K.
  • Wells Fargo made up 0.02% of Kilter Group's portfolio in Q1 2026, its #122 holding.
  • Kilter Group first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Kilter Group's Wells Fargo position peaked at $53K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.