KFG
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Kingdom Financial Group’s Wells Fargo WFC Stock Holding History

Kingdom Financial 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 		$77.9K Buy
979
+41
+4% +$3.52K 0.02% 229
2025
Q4 		$87.4K Sell
938
-1,720
-65% -$149K 0.03% 207
2025
Q3 		$223K Buy
2,658
+108
+4% +$8.76K 0.14% 67
2025
Q2 		$204K Buy
+2,550
New +$184K 0.18% 53

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

Kingdom Financial Group's WFC Position: Q1 2026 in Review

Kingdom Financial Group increased its Wells Fargo (WFC) stake by 4.4% in Q1 2026, buying an estimated $3.52K and bringing the position to 979 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #229.

Kingdom Financial Group first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $223K in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kingdom Financial Group held 979 shares of Wells Fargo worth $77.9K as of Q1 2026.
  • Kingdom Financial Group bought 41 Wells Fargo shares in Q1 2026, an estimated $3.52K.
  • Wells Fargo made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #229 holding.
  • Kingdom Financial Group first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's Wells Fargo position peaked at $223K in Q3 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.