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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovack Advisors's WFC Position: Q2 2026 in Review

Kovack Advisors reduced its Wells Fargo (WFC) stake by 12% in Q2 2026, selling an estimated $165K and leaving 15,526 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #303.

Kovack Advisors first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.67M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Kovack Advisors held 15,526 shares of Wells Fargo worth $1.32M as of Q2 2026.
Kovack Advisors sold 2,054 Wells Fargo shares in Q2 2026, an estimated $165K.
Wells Fargo made up 0.06% of Kovack Advisors's portfolio in Q2 2026, its #303 holding.
Kovack Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
Kovack Advisors's Wells Fargo position peaked at $1.67M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.