Klingman & Associates
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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
Q3 		$1.05M Buy
13,092
+3,100
+31% +$268K 0.04% 142
2026
Q2 		$826K Sell
9,992
-512
-5% -$41.1K 0.04% 162
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Klingman & Associates's WFC Position: Q3 2026 in Review

Klingman & Associates increased its Wells Fargo (WFC) stake by 31% in Q3 2026, buying an estimated $268K and bringing the position to 13,092 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #142.

Klingman & Associates first reported a position in WFC in Q4 2014 and has held it in 15 quarters since. 793 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Klingman & Associates held 13,092 shares of Wells Fargo worth $1.05M as of Q3 2026.
  • Klingman & Associates bought 3,100 Wells Fargo shares in Q3 2026, an estimated $268K.
  • Wells Fargo made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #142 holding.
  • Klingman & Associates first reported a position in Wells Fargo in Q4 2014 and has held it in 15 quarters since.
  • 793 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.