Kingswood Wealth Advisors’s Wells Fargo WFC Stock Holding History

Kingswood Wealth Advisors’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 Q2	$2.32M	Buy	28,021 +1,178	+4%	+$94.7K	0.09%	227
2026 Q1	$2.14M	Buy	26,843 +607	+2%	+$52.1K	0.1%	226
2025 Q4	$2.45M	Buy	26,236 +9,511	+57%	+$826K	0.12%	172
2025 Q3	$1.4M	Buy	16,725 +2,357	+16%	+$191K	0.08%	246
2025 Q2	$1.15M	Buy	14,368 +1,020	+8%	+$73.5K	0.09%	233
2025 Q1	$958K	Sell	13,348 -5,066	-28%	-$380K	0.09%	252
2024 Q4	$1.29M	Sell	18,414 -32,840	-64%	-$2.24M	0.1%	221
2024 Q3	$2.89M	Buy	51,254 +1,010	+2%	+$57.1K	0.21%	113
2024 Q2	$2.98M	Sell	50,244 -456	-0.9%	-$26.9K	0.27%	80
2024 Q1	$2.94M	Sell	50,700 -2,631	-5%	-$138K	0.34%	63
2023 Q4	$2.62M	Sell	53,331 -4,422	-8%	-$191K	0.3%	69
2023 Q3	$2.36M	Buy	57,753 +46,303	+404%	+$2M	0.4%	63
2023 Q2	$489K	Buy	+11,450	New	+$461K	0.16%	139

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Kingswood Wealth Advisors's WFC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Wells Fargo (WFC) stake by 4.4% in Q2 2026, buying an estimated $94.7K and bringing the position to 28,021 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #227.

Kingswood Wealth Advisors first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.98M in Q2 2024. 981 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Kingswood Wealth Advisors held 28,021 shares of Wells Fargo worth $2.32M as of Q2 2026.
Kingswood Wealth Advisors bought 1,178 Wells Fargo shares in Q2 2026, an estimated $94.7K.
Wells Fargo made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #227 holding.
Kingswood Wealth Advisors first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Wells Fargo position peaked at $2.98M in Q2 2024.
981 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.