Klingman & Associates’s Wells Fargo WFC Stock Holding History

Klingman & Associates’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	$836K	Sell	10,504 -427	-4%	-$36.7K	0.04%	141
2025 Q4	$1.02M	Buy	10,931 +514	+5%	+$44.6K	0.05%	128
2025 Q3	$873K	Buy	10,417 +6,683	+179%	+$542K	0.04%	131
2025 Q2	$299K	Buy	+3,734	New	+$269K	0.02%	243
2018 Q1	–	Sell	-9,091	Closed	-$552K	–	116
2017 Q4	$552K	Buy	+9,091	New	+$513K	0.12%	65
2016 Q4	–	Sell	-1,303	Closed	-$58K	–	319
2016 Q3	$58K	Hold	1,303	–	–	0.02%	177
2016 Q2	$62K	Hold	1,303	–	–	0.02%	176
2016 Q1	$63K	Hold	1,303	–	–	0.02%	179
2015 Q4	$71K	Sell	1,303 -5,000	-79%	-$271K	0.03%	193
2015 Q3	$323K	Buy	6,303 +5,000	+384%	+$275K	0.13%	79
2015 Q2	$73K	Hold	1,303	–	–	0.03%	163
2015 Q1	$71K	Hold	1,303	–	–	0.03%	155
2014 Q4	$71K	Buy	+1,303	New	+$69K	0.03%	155

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

Klingman & Associates's WFC Position: Q1 2026 in Review

Klingman & Associates reduced its Wells Fargo (WFC) stake by 3.9% in Q1 2026, selling an estimated $36.7K and leaving 10,504 shares worth $836K. The position accounts for 0.04% of the portfolio, ranked #141.

Klingman & Associates first reported a position in WFC in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Klingman & Associates held 10,504 shares of Wells Fargo worth $836K as of Q1 2026.
Klingman & Associates sold 427 Wells Fargo shares in Q1 2026, an estimated $36.7K.
Wells Fargo made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #141 holding.
Klingman & Associates first reported a position in Wells Fargo in Q4 2014 and has held it in 13 quarters since.
Klingman & Associates's Wells Fargo position peaked at $1.02M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.