Kovack Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
17,580
-392
| -2% | -$33.7K | 0.08% | 259 |
|
|
2025
Q4 | $1.67M | Buy |
17,972
+6,440
| +56% | +$559K | 0.08% | 240 |
|
|
2025
Q3 | $967K | Sell |
11,532
-65
| -0.6% | -$5.27K | 0.09% | 209 |
|
|
2025
Q2 | $929K | Sell |
11,597
-106
| -0.9% | -$7.64K | 0.09% | 207 |
|
|
2025
Q1 | $840K | Buy |
11,703
+847
| +8% | +$63.6K | 0.09% | 203 |
|
|
2024
Q4 | $763K | Sell |
10,856
-119
| -1% | -$8.13K | 0.07% | 218 |
|
|
2024
Q3 | $620K | Buy |
10,975
+231
| +2% | +$13.1K | 0.07% | 256 |
|
|
2024
Q2 | $638K | Sell |
10,744
-402
| -4% | -$23.7K | 0.07% | 253 |
|
|
2024
Q1 | $646K | Buy |
11,146
+276
| +3% | +$14.4K | 0.08% | 216 |
|
|
2023
Q4 | $535K | Buy |
10,870
+590
| +6% | +$25.5K | 0.06% | 284 |
|
|
2023
Q3 | $420K | Sell |
10,280
-1,823
| -15% | -$78.7K | 0.06% | 300 |
|
|
2023
Q2 | $517K | Sell |
12,103
-74
| -0.6% | -$2.98K | 0.07% | 289 |
|
|
2023
Q1 | $455K | Buy |
12,177
+227
| +2% | +$9.89K | 0.06% | 313 |
|
|
2022
Q4 | $493K | Sell |
11,950
-2,330
| -16% | -$103K | 0.07% | 284 |
|
|
2022
Q3 | $574K | Sell |
14,280
-853
| -6% | -$36.6K | 0.08% | 255 |
|
|
2022
Q2 | $593K | Buy |
15,133
+920
| +6% | +$40.4K | 0.08% | 273 |
|
|
2022
Q1 | $688K | Sell |
14,213
-1,839
| -11% | -$98.4K | 0.07% | 304 |
|
|
2021
Q4 | $770K | Sell |
16,052
-3,406
| -18% | -$168K | 0.07% | 284 |
|
|
2021
Q3 | $903K | Buy |
19,458
+2,113
| +12% | +$97.8K | 0.1% | 235 |
|
|
2021
Q2 | $786K | Buy |
17,345
+513
| +3% | +$22.9K | 0.09% | 247 |
|
|
2021
Q1 | $658K | Buy |
16,832
+3,061
| +22% | +$108K | 0.09% | 256 |
|
|
2020
Q4 | $416K | Buy |
13,771
+1,322
| +11% | +$34.2K | 0.06% | 323 |
|
|
2020
Q3 | $293K | Buy |
12,449
+1,018
| +9% | +$25.1K | 0.05% | 335 |
|
|
2020
Q2 | $293K | Buy |
+11,431
| New | +$313K | 0.06% | 328 |
|
|
2020
Q1 | – | Sell |
-6,943
| Closed | -$374K | – | 560 |
|
|
2019
Q4 | $374K | Sell |
6,943
-820
| -11% | -$42.9K | 0.07% | 317 |
|
|
2019
Q3 | $392K | Buy |
7,763
+253
| +3% | +$11.9K | 0.08% | 279 |
|
|
2019
Q2 | $355K | Sell |
7,510
-1,099
| -13% | -$51.4K | 0.08% | 264 |
|
|
2019
Q1 | $416K | Sell |
8,609
-343
| -4% | -$16.9K | 0.1% | 228 |
|
|
2018
Q4 | $413K | Buy |
8,952
+62
| +0.7% | +$3.18K | 0.12% | 197 |
|
|
2018
Q3 | $467K | Sell |
8,890
-334
| -4% | -$19.1K | 0.12% | 207 |
|
|
2018
Q2 | $511K | Sell |
9,224
-2,751
| -23% | -$147K | 0.14% | 172 |
|
|
2018
Q1 | $628K | Buy |
11,975
+1,185
| +11% | +$70.4K | 0.16% | 156 |
|
|
2017
Q4 | $655K | Buy |
10,790
+3,537
| +49% | +$200K | 0.17% | 152 |
|
|
2017
Q3 | $400K | Sell |
7,253
-2,260
| -24% | -$120K | 0.13% | 186 |
|
|
2017
Q2 | $527K | Buy |
9,513
+1,800
| +23% | +$96.4K | 0.17% | 152 |
|
|
2017
Q1 | $429K | Buy |
7,713
+158
| +2% | +$8.96K | 0.17% | 143 |
|
|
2016
Q4 | $416K | Sell |
7,555
-10,935
| -59% | -$550K | 0.2% | 123 |
|
|
2016
Q3 | $819K | Buy |
18,490
+7,905
| +75% | +$378K | 0.4% | 60 |
|
|
2016
Q2 | $501K | Buy |
10,585
+1,238
| +13% | +$60.4K | 0.27% | 94 |
|
|
2016
Q1 | $452K | Sell |
9,347
-299
| -3% | -$14.6K | 0.28% | 99 |
|
|
2015
Q4 | $524K | Buy |
9,646
+697
| +8% | +$37.8K | 0.35% | 80 |
|
|
2015
Q3 | $460K | Buy |
8,949
+1,845
| +26% | +$101K | 0.32% | 81 |
|
|
2015
Q2 | $400K | Buy |
7,104
+1,371
| +24% | +$76.4K | 0.28% | 87 |
|
|
2015
Q1 | $312K | Buy |
5,733
+629
| +12% | +$34K | 0.26% | 105 |
|
|
2014
Q4 | $280K | Buy |
+5,104
| New | +$270K | 0.29% | 91 |
|
Other funds holding WFC
VCM
VPM
Kovack Advisors's WFC Position: Q1 2026 in Review
Kovack Advisors reduced its Wells Fargo (WFC) stake by 2.2% in Q1 2026, selling an estimated $33.7K and leaving 17,580 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #259.
Kovack Advisors first reported a position in WFC in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.67M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Kovack Advisors held 17,580 shares of Wells Fargo worth $1.41M as of Q1 2026.
- Kovack Advisors sold 392 Wells Fargo shares in Q1 2026, an estimated $33.7K.
- Wells Fargo made up 0.08% of Kovack Advisors's portfolio in Q1 2026, its #259 holding.
- Kovack Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 45 quarters since.
- Kovack Advisors's Wells Fargo position peaked at $1.67M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.