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 Q3	$380K	Buy	4,745 +694	+17%	+$60K	0.03%	134
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KWB Wealth's WFC Position: Q3 2026 in Review

KWB Wealth increased its Wells Fargo (WFC) stake by 17% in Q3 2026, buying an estimated $60K and bringing the position to 4,745 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #134.

KWB Wealth first reported a position in WFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $810K in Q4 2025. 648 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

KWB Wealth held 4,745 shares of Wells Fargo worth $380K as of Q3 2026.
KWB Wealth bought 694 Wells Fargo shares in Q3 2026, an estimated $60K.
Wells Fargo made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #134 holding.
KWB Wealth first reported a position in Wells Fargo in Q3 2024 and has held it in 9 quarters since.
KWB Wealth's Wells Fargo position peaked at $810K in Q4 2025.
648 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.