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Koss-Olinger Consulting’s Wells Fargo WFC Stock Holding History

Koss-Olinger Consulting’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
-2,473
Closed -$230K – 287
2025
Q4 		$230K Sell
2,473
-111
-4% -$9.64K 0.02% 256
2025
Q3 		$207K Sell
2,584
-1,076
-29% -$87.3K 0.02% 297
2025
Q2 		$293K Sell
3,660
-1,258
-26% -$90.7K 0.02% 271
2025
Q1 		$353K Sell
4,918
-30,618
-86% -$2.3M 0.03% 240
2024
Q4 		$2.5M Sell
35,536
-3,849
-10% -$263K 0.22% 53
2024
Q3 		$2.23M Sell
39,385
-116
-0.3% -$6.56K 0.19% 69
2024
Q2 		$2.35M Buy
39,501
+33,701
+581% +$1.99M 0.22% 58
2024
Q1 		$336K Sell
5,800
-41,248
-88% -$2.16M 0.18% 44
2023
Q4 		$2.32M Buy
47,048
+23,175
+97% +$1M 0.23% 46
2023
Q3 		$975K Buy
23,873
+9,683
+68% +$418K 0.14% 89
2023
Q2 		$606K Sell
14,190
-116
-0.8% -$4.67K 0.07% 122
2023
Q1 		$535K Buy
14,306
+100
+0.7% +$4.36K 0.07% 126
2022
Q4 		$587K Sell
14,206
-13,094
-48% -$580K 0.08% 112
2022
Q3 		$1.1M Sell
27,300
-4,002
-13% -$172K 0.19% 44
2022
Q2 		$1.23M Sell
31,302
-665
-2% -$29.2K 0.22% 40
2022
Q1 		$1.55M Buy
31,967
+50
+0.2% +$2.68K 0.25% 34
2021
Q4 		$1.53M Buy
31,917
+2,272
+8% +$112K 0.24% 33
2021
Q3 		$1.38M Buy
29,645
+723
+2% +$33.5K 0.22% 38
2021
Q2 		$1.31M Buy
28,922
+1,162
+4% +$51.9K 0.19% 55
2021
Q1 		$1.08M Buy
+27,760
New +$983K 0.18% 64

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

Koss-Olinger Consulting's WFC Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,473 shares — an estimated $230K sold.

Koss-Olinger Consulting first reported a position in WFC in Q1 2021 and held it in 20 quarters. The position peaked at $2.5M in Q4 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,473 Wells Fargo shares in Q1 2026, an estimated $230K.
  • Koss-Olinger Consulting first reported a position in Wells Fargo in Q1 2021 and held it in 20 quarters.
  • Koss-Olinger Consulting's Wells Fargo position peaked at $2.5M in Q4 2024.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.