KWM
WFC icon

Kingsview Wealth Management’s Wells Fargo WFC Stock Holding History

Kingsview 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
2022
Q2 		– Sell
-10,000
Closed -$40.5K – 930
2022
Q1 		$40.5K Buy
+10,000
New +$535K ﹤0.01% 846
2020
Q4 		– Sell
-200
Closed -$1K – 790
2020
Q3 		$1K Buy
+200
New +$4.93K ﹤0.01% 639

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

Kingsview Wealth Management's WFC Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Wells Fargo (WFC) stake by 0.09% in Q2 2026, selling an estimated $7.15K and leaving 99,304 shares worth $8.21M. The position accounts for 0.1% of the portfolio, ranked #194.

Kingsview Wealth Management first reported a position in WFC in Q1 2017 and has held it in 38 quarters since. The position peaked at $9.05M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Kingsview Wealth Management held 99,304 shares of Wells Fargo worth $8.21M as of Q2 2026.
  • Kingsview Wealth Management sold 89 Wells Fargo shares in Q2 2026, an estimated $7.15K.
  • Wells Fargo made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Kingsview Wealth Management first reported a position in Wells Fargo in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Wells Fargo position peaked at $9.05M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.