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KPP Advisory Services’s Wells Fargo WFC Stock Holding History

KPP Advisory 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
Q2 		$669K Sell
8,096
-1,959
-19% -$157K 0.08% 184
2026
Q1 		$800K Buy
10,055
+465
+5% +$39.9K 0.12% 159
2025
Q4 		$894K Buy
9,590
+33
+0.3% +$2.87K 0.13% 144
2025
Q3 		$801K Sell
9,557
-305
-3% -$24.7K 0.12% 156
2025
Q2 		$790K Sell
9,862
-4
-0% -$288 0.13% 143
2025
Q1 		$708K Buy
+9,866
New +$741K 0.13% 135

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

KPP Advisory Services's WFC Position: Q2 2026 in Review

KPP Advisory Services reduced its Wells Fargo (WFC) stake by 19% in Q2 2026, selling an estimated $157K and leaving 8,096 shares worth $669K. The position accounts for 0.08% of the portfolio, ranked #184.

KPP Advisory Services first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $894K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • KPP Advisory Services held 8,096 shares of Wells Fargo worth $669K as of Q2 2026.
  • KPP Advisory Services sold 1,959 Wells Fargo shares in Q2 2026, an estimated $157K.
  • Wells Fargo made up 0.08% of KPP Advisory Services's portfolio in Q2 2026, its #184 holding.
  • KPP Advisory Services first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • KPP Advisory Services's Wells Fargo position peaked at $894K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.