Klingenstein Fields & Co’s Wells Fargo WFC Stock Holding History

Klingenstein Fields & Co’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	$391K	Buy	4,911 +11	+0.2%	+$945	0.02%	141
2025 Q4	$457K	Buy	4,900 +2	+0%	+$174	0.02%	126
2025 Q3	$411K	Sell	4,898 -20	-0.4%	-$1.62K	0.02%	133
2025 Q2	$394K	Sell	4,918 -288	-6%	-$20.8K	0.02%	130
2025 Q1	$374K	Buy	5,206 +98	+2%	+$7.36K	0.02%	127
2024 Q4	$359K	Buy	5,108 +278	+6%	+$19K	0.01%	132
2024 Q3	$273K	Buy	4,830 +53	+1%	+$3K	0.01%	158
2024 Q2	$284K	Buy	4,777 +2	+0%	+$118	0.01%	149
2024 Q1	$277K	Sell	4,775 -1,148	-19%	-$60.1K	0.01%	158
2023 Q4	$292K	Sell	5,923 -181	-3%	-$7.81K	0.01%	147
2023 Q3	$249K	Buy	6,104 +192	+3%	+$8.29K	0.01%	157
2023 Q2	$252K	Buy	+5,912	New	+$238K	0.01%	152
2023 Q1	–	Sell	-5,295	Closed	-$219K	–	180
2022 Q4	$219K	Hold	5,295	–	–	0.01%	168
2022 Q3	$213K	Buy	+5,295	New	+$227K	0.01%	165
2022 Q2	–	Sell	-4,659	Closed	-$226K	–	188
2022 Q1	$226K	Hold	4,659	–	–	0.01%	173
2021 Q4	$224K	Sell	4,659 -6,710	-59%	-$330K	0.01%	183
2021 Q3	$527K	Sell	11,369 -1,230	-10%	-$56.9K	0.02%	137
2021 Q2	$570K	Hold	12,599	–	–	0.02%	130
2021 Q1	$492K	Sell	12,599 -2,420	-16%	-$85.7K	0.02%	133
2020 Q4	$453K	Hold	15,019	–	–	0.02%	139
2020 Q3	$353K	Sell	15,019 -4,200	-22%	-$104K	0.02%	147
2020 Q2	$492K	Sell	19,219 -821	-4%	-$22.5K	0.03%	126
2020 Q1	$575K	Sell	20,040 -6,343	-24%	-$270K	0.04%	118
2019 Q4	$1.42M	Sell	26,383 -790	-3%	-$41.4K	0.07%	98
2019 Q3	$1.37M	Sell	27,173 -387	-1%	-$18.2K	0.07%	97
2019 Q2	$1.3M	Sell	27,560 -13,366	-33%	-$625K	0.07%	105
2019 Q1	$1.98M	Buy	40,926 +21,875	+115%	+$1.08M	0.11%	96
2018 Q4	$878K	Sell	19,051 -10,900	-36%	-$558K	0.04%	125
2018 Q3	$1.57M	Sell	29,951 -2,800	-9%	-$160K	0.06%	109
2018 Q2	$1.82M	Sell	32,751 -600	-2%	-$32.1K	0.07%	102
2018 Q1	$1.75M	Sell	33,351 -25,163	-43%	-$1.49M	0.07%	107
2017 Q4	$3.55M	Sell	58,514 -4,690	-7%	-$265K	0.13%	90
2017 Q3	$3.49M	Buy	63,204 +3,060	+5%	+$163K	0.13%	87
2017 Q2	$3.33M	Sell	60,144 -255	-0.4%	-$13.7K	0.13%	83
2017 Q1	$3.36M	Sell	60,399 -725	-1%	-$41.1K	0.14%	82
2016 Q4	$3.37M	Sell	61,124 -777	-1%	-$39.1K	0.15%	82
2016 Q3	$2.74M	Buy	61,901 +7,060	+13%	+$338K	0.13%	86
2016 Q2	$2.6M	Buy	54,841 +100	+0.2%	+$4.88K	0.12%	88
2016 Q1	$2.65M	Hold	54,741	–	–	0.13%	87
2015 Q4	$2.98M	Buy	54,741 +100	+0.2%	+$5.43K	0.15%	88
2015 Q3	$2.81M	Sell	54,641 -4,300	-7%	-$236K	0.14%	88
2015 Q2	$3.31M	Sell	58,941 -400	-0.7%	-$22.3K	0.15%	78
2015 Q1	$3.23M	Sell	59,341 -233	-0.4%	-$12.6K	0.14%	85
2014 Q4	$3.27M	Sell	59,574 -226	-0.4%	-$12K	0.15%	81
2014 Q3	$3.1M	Sell	59,800 -5,224	-8%	-$269K	0.14%	84
2014 Q2	$3.42M	Hold	65,024	–	–	0.15%	84
2014 Q1	$3.23M	Sell	65,024 -6,600	-9%	-$307K	0.15%	83
2013 Q4	$3.25M	Sell	71,624 -3,900	-5%	-$168K	0.12%	112
2013 Q3	$3.12M	Sell	75,524 -31,039	-29%	-$1.32M	0.12%	111
2013 Q2	$4.4M	Buy	+106,563	New	+$4.15M	0.16%	103

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Klingenstein Fields & Co's WFC Position: Q1 2026 in Review

Klingenstein Fields & Co increased its Wells Fargo (WFC) stake by 0.22% in Q1 2026, buying an estimated $945 and bringing the position to 4,911 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #141.

Klingenstein Fields & Co first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.4M in Q2 2013. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Klingenstein Fields & Co held 4,911 shares of Wells Fargo worth $391K as of Q1 2026.
Klingenstein Fields & Co bought 11 Wells Fargo shares in Q1 2026, an estimated $945.
Wells Fargo made up 0.02% of Klingenstein Fields & Co's portfolio in Q1 2026, its #141 holding.
Klingenstein Fields & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
Klingenstein Fields & Co's Wells Fargo position peaked at $4.4M in Q2 2013.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.