Kuhn & Co Investment Counsel’s Wells Fargo WFC Stock Holding History

Kuhn & Co Investment Counsel’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 Q1	$3.58M	Hold	44,942	–	–	2.3%	9
2025 Q4	$4.19M	Buy	+44,942	New	+$3.9M	2.79%	7
2025 Q3	–	Sell	-44,942	Closed	-$3.6M	–	134
2025 Q2	$3.6M	Sell	44,942 -61	-0.1%	-$4.4K	2.72%	7
2025 Q1	$3.23M	Buy	45,003 +61	+0.1%	+$4.58K	2.72%	7
2024 Q4	$3.16M	Hold	44,942	–	–	2.68%	7
2024 Q3	$2.54M	Sell	44,942 -88	-0.2%	-$4.98K	2.17%	8
2024 Q2	$2.67M	Sell	45,030 -71	-0.2%	-$4.19K	2.4%	8
2024 Q1	$2.61M	Hold	45,101	–	–	2.46%	8
2023 Q4	$2.22M	Buy	+45,101	New	+$1.95M	2.27%	7

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kuhn & Co Investment Counsel's WFC Position: Q1 2026 in Review

Kuhn & Co Investment Counsel held its Wells Fargo (WFC) position steady in Q1 2026 at 44,942 shares worth $3.58M. The position accounts for 2.3% of the portfolio, ranked #9.

Kuhn & Co Investment Counsel first reported a position in WFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.19M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kuhn & Co Investment Counsel held 44,942 shares of Wells Fargo worth $3.58M as of Q1 2026.
Kuhn & Co Investment Counsel left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 2.3% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #9 holding.
Kuhn & Co Investment Counsel first reported a position in Wells Fargo in Q4 2023 and has held it in 9 quarters since.
Kuhn & Co Investment Counsel's Wells Fargo position peaked at $4.19M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.