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Kovack Advisors’s Wells Fargo WFC Stock Holding History

Kovack Advisors’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
2021
Q3 		– Sell
-5
Closed -$1K – 760
2021
Q2 		$1K Buy
+5
New +$223 ﹤0.01% 696

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

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.