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Kohmann Bosshard Financial Services’s Wells Fargo WFC Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-1,542
Closed -$144K – 614
2025
Q4 		$144K Buy
+1,542
New +$134K 0.01% 335
2025
Q1 		– Sell
-1,564
Closed -$110K – 770
2024
Q4 		$110K Buy
+1,564
New +$107K 0.01% 244

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kohmann Bosshard Financial Services's WFC Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 1,542 shares — an estimated $144K sold.

Kohmann Bosshard Financial Services first reported a position in WFC in Q4 2024 and held it in 2 quarters. The position peaked at $144K in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,542 Wells Fargo shares in Q1 2026, an estimated $144K.
  • Kohmann Bosshard Financial Services first reported a position in Wells Fargo in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Wells Fargo position peaked at $144K in Q4 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.