KF
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Krilogy Financial’s Wells Fargo WFC Stock Holding History

Krilogy Financial’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 		$1.94M Buy
23,477
+12,896
+122% +$1.04M 0.06% 244
2026
Q1 		$860K Buy
10,581
+838
+9% +$72K 0.03% 418
2025
Q4 		$858K Buy
9,743
+101
+1% +$8.77K 0.03% 391
2025
Q3 		$838K Buy
+9,642
New +$782K 0.03% 376
2023
Q2 		– Sell
-8,312
Closed -$311K – 402
2023
Q1 		$311K Buy
8,312
+1,849
+29% +$80.6K 0.03% 328
2022
Q4 		$267K Sell
6,463
-2,943
-31% -$130K 0.03% 336
2022
Q3 		$378K Sell
9,406
-3,094
-25% -$133K 0.05% 238
2022
Q2 		$490K Buy
12,500
+4,054
+48% +$178K 0.06% 207
2022
Q1 		$409K Buy
8,446
+1,553
+23% +$83.1K 0.04% 226
2021
Q4 		$331K Buy
6,893
+1,253
+22% +$61.7K 0.03% 219
2021
Q3 		$262K Buy
+5,640
New +$261K 0.03% 241
2018
Q4 		– Sell
-3,868
Closed -$203K – 683
2018
Q3 		$203K Buy
+3,868
New +$221K 0.05% 141
2018
Q2 		– Sell
-3,524
Closed -$185K – 631
2018
Q1 		$185K Buy
3,524
+885
+34% +$52.6K 0.04% 166
2017
Q4 		$160K Sell
2,639
-2,935
-53% -$166K 0.04% 168
2017
Q3 		$307K Buy
5,574
+213
+4% +$11.3K 0.08% 112
2017
Q2 		$297K Sell
5,361
-780
-13% -$41.8K 0.08% 96
2017
Q1 		$338K Hold
6,141
– – 0.11% 88
2016
Q4 		$338K Buy
6,141
+542
+10% +$27.3K 0.11% 88
2016
Q3 		$248K Sell
5,599
-16
-0.3% -$766 0.08% 107
2016
Q2 		$266K Buy
5,615
+753
+15% +$36.7K 0.09% 102
2016
Q1 		$235K Buy
+4,862
New +$238K 0.1% 94
2015
Q4 		– Sell
-3,884
Closed -$199K – 611
2015
Q3 		$199K Buy
+3,884
New +$214K 0.09% 85

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

Krilogy Financial's WFC Position: Q2 2026 in Review

Krilogy Financial increased its Wells Fargo (WFC) stake by 122% in Q2 2026, buying an estimated $1.04M and bringing the position to 23,477 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #244.

Krilogy Financial first reported a position in WFC in Q3 2015 and has held it in 22 quarters since. 1,053 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Krilogy Financial held 23,477 shares of Wells Fargo worth $1.94M as of Q2 2026.
  • Krilogy Financial bought 12,896 Wells Fargo shares in Q2 2026, an estimated $1.04M.
  • Wells Fargo made up 0.06% of Krilogy Financial's portfolio in Q2 2026, its #244 holding.
  • Krilogy Financial first reported a position in Wells Fargo in Q3 2015 and has held it in 22 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.