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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 $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

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.