KW
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KWB Wealth’s Wells Fargo WFC Stock Holding History

KWB Wealth’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 		$335K Sell
4,051
-1,148
-22% -$92.3K 0.03% 137
2026
Q1 		$485K Sell
5,199
-3,487
-40% -$300K 0.05% 99
2025
Q4 		$810K Buy
8,686
+3,133
+56% +$272K 0.08% 80
2025
Q3 		$445K Buy
5,553
+12
+0.2% +$973 0.05% 93
2025
Q2 		$398K Sell
5,541
-195
-3% -$14.1K 0.05% 102
2025
Q1 		$403K Sell
5,736
-2,654
-32% -$199K 0.05% 107
2024
Q4 		$474K Buy
8,390
+33
+0.4% +$2.25K 0.06% 89
2024
Q3 		$496K Buy
+8,357
New +$473K 0.06% 80

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

KWB Wealth's WFC Position: Q2 2026 in Review

KWB Wealth reduced its Wells Fargo (WFC) stake by 22% in Q2 2026, selling an estimated $92.3K and leaving 4,051 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #137.

KWB Wealth first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $810K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • KWB Wealth held 4,051 shares of Wells Fargo worth $335K as of Q2 2026.
  • KWB Wealth sold 1,148 Wells Fargo shares in Q2 2026, an estimated $92.3K.
  • Wells Fargo made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #137 holding.
  • KWB Wealth first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • KWB Wealth's Wells Fargo position peaked at $810K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.