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Koenig Investment Advisory’s Wells Fargo WFC Stock Holding History

Koenig Investment Advisory’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 		$362K Hold
4,380
– – 0.28% 29
2026
Q1 		$349K Sell
4,380
-7
-0.2% -$601 0.3% 30
2025
Q4 		$379K Buy
+4,387
New +$381K 0.31% 30

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koenig Investment Advisory's WFC Position: Q2 2026 in Review

Koenig Investment Advisory held its Wells Fargo (WFC) position steady in Q2 2026 at 4,380 shares worth $362K. The position accounts for 0.28% of the portfolio, ranked #29.

Koenig Investment Advisory first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $379K in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Koenig Investment Advisory held 4,380 shares of Wells Fargo worth $362K as of Q2 2026.
  • Koenig Investment Advisory left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.28% of Koenig Investment Advisory's portfolio in Q2 2026, its #29 holding.
  • Koenig Investment Advisory first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Koenig Investment Advisory's Wells Fargo position peaked at $379K in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.