Kingsview Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.91M | Buy |
99,393
+2,259
| +2% | +$194K | 0.11% | 173 |
|
|
2025
Q4 | $9.05M | Buy |
97,134
+4,384
| +5% | +$381K | 0.13% | 142 |
|
|
2025
Q3 | $7.77M | Buy |
92,750
+13,626
| +17% | +$1.1M | 0.12% | 181 |
|
|
2025
Q2 | $6.34M | Sell |
79,124
-191
| -0.2% | -$13.8K | 0.11% | 198 |
|
|
2025
Q1 | $5.69M | Buy |
79,315
+2,270
| +3% | +$170K | 0.11% | 195 |
|
|
2024
Q4 | $5.41M | Sell |
77,045
-929
| -1% | -$63.4K | 0.11% | 194 |
|
|
2024
Q3 | $4.4M | Sell |
77,974
-3,459
| -4% | -$196K | 0.09% | 215 |
|
|
2024
Q2 | $4.84M | Buy |
81,433
+1,272
| +2% | +$75.1K | 0.11% | 188 |
|
|
2024
Q1 | $4.65M | Buy |
80,161
+16,492
| +26% | +$863K | 0.12% | 181 |
|
|
2023
Q4 | $3.13M | Sell |
63,669
-10,411
| -14% | -$449K | 0.09% | 200 |
|
|
2023
Q3 | $3.03M | Buy |
74,080
+14,507
| +24% | +$626K | 0.11% | 206 |
|
|
2023
Q2 | $2.54M | Buy |
59,573
+1,366
| +2% | +$55K | 0.1% | 209 |
|
|
2023
Q1 | $2.18M | Sell |
58,207
-1,597
| -3% | -$69.6K | 0.09% | 227 |
|
|
2022
Q4 | $2.47M | Sell |
59,804
-10,541
| -15% | -$467K | 0.11% | 210 |
|
|
2022
Q3 | $2.83M | Buy |
70,345
+3,971
| +6% | +$171K | 0.13% | 171 |
|
|
2022
Q2 | $2.6M | Sell |
66,374
-24,752
| -27% | -$1.09M | 0.12% | 181 |
|
|
2022
Q1 | $4.42M | Buy |
91,126
+9,973
| +12% | +$534K | 0.19% | 123 |
|
|
2021
Q4 | $3.89M | Sell |
81,153
-493
| -0.6% | -$24.3K | 0.16% | 139 |
|
|
2021
Q3 | $3.79M | Sell |
81,646
-13,752
| -14% | -$637K | 0.18% | 132 |
|
|
2021
Q2 | $4.33M | Buy |
95,398
+5,975
| +7% | +$267K | 0.21% | 113 |
|
|
2021
Q1 | $3.54M | Buy |
89,423
+14,585
| +19% | +$516K | 0.2% | 116 |
|
|
2020
Q4 | $2.26M | Sell |
74,838
-2,669
| -3% | -$69.1K | 0.16% | 141 |
|
|
2020
Q3 | $1.82M | Sell |
77,507
-7,190
| -8% | -$177K | 0.16% | 145 |
|
|
2020
Q2 | $2.17M | Buy |
84,697
+26,816
| +46% | +$734K | 0.22% | 112 |
|
|
2020
Q1 | $1.66M | Buy |
57,881
+19,891
| +52% | +$846K | 0.22% | 120 |
|
|
2019
Q4 | $2.04M | Buy |
37,990
+4,886
| +15% | +$256K | 0.26% | 105 |
|
|
2019
Q3 | $1.67M | Sell |
33,104
-165
| -0.5% | -$7.77K | 0.26% | 114 |
|
|
2019
Q2 | $1.57M | Buy |
33,269
+1,355
| +4% | +$63.4K | 0.26% | 107 |
|
|
2019
Q1 | $1.54M | Buy |
31,914
+14,886
| +87% | +$732K | 0.23% | 122 |
|
|
2018
Q4 | $785K | Buy |
17,028
+30
| +0.2% | +$1.54K | 0.17% | 161 |
|
|
2018
Q3 | $893K | Buy |
16,998
+488
| +3% | +$27.9K | 0.18% | 156 |
|
|
2018
Q2 | $915K | Sell |
16,510
-1,559
| -9% | -$83.5K | 0.22% | 133 |
|
|
2018
Q1 | $947K | Buy |
18,069
+361
| +2% | +$21.4K | 0.24% | 126 |
|
|
2017
Q4 | $1.07M | Buy |
17,708
+1,741
| +11% | +$98.3K | 0.38% | 76 |
|
|
2017
Q3 | $881K | Buy |
15,967
+1,550
| +11% | +$82.4K | 0.39% | 78 |
|
|
2017
Q2 | $799K | Buy |
14,417
+3,694
| +34% | +$198K | 0.41% | 79 |
|
|
2017
Q1 | $597K | Buy |
+10,723
| New | +$608K | 0.35% | 98 |
|
Other funds holding WFC
VCM
VPM
Kingsview Wealth Management's WFC Position: Q1 2026 in Review
Kingsview Wealth Management increased its Wells Fargo (WFC) stake by 2.3% in Q1 2026, buying an estimated $194K and bringing the position to 99,393 shares worth $7.91M. The position accounts for 0.11% of the portfolio, ranked #173.
Kingsview Wealth Management first reported a position in WFC in Q1 2017 and has held it in 37 quarters since. The position peaked at $9.05M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Kingsview Wealth Management held 99,393 shares of Wells Fargo worth $7.91M as of Q1 2026.
- Kingsview Wealth Management bought 2,259 Wells Fargo shares in Q1 2026, an estimated $194K.
- Wells Fargo made up 0.11% of Kingsview Wealth Management's portfolio in Q1 2026, its #173 holding.
- Kingsview Wealth Management first reported a position in Wells Fargo in Q1 2017 and has held it in 37 quarters since.
- Kingsview Wealth Management's Wells Fargo position peaked at $9.05M in Q4 2025.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.