KWMG LLC’s Wells Fargo WFC Stock Holding History

KWMG LLC’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	$237K	Hold	2,874	–	–	0.02%	145
2026 Q1	$229K	Sell	2,874 -28	-1%	-$2.4K	0.02%	143
2025 Q4	$270K	Sell	2,902 -35	-1%	-$3.04K	0.02%	140
2025 Q3	$246K	Buy	2,937 +24	+0.8%	+$1.95K	0.02%	141
2025 Q2	$233K	Buy	2,913 +21	+0.7%	+$1.51K	0.02%	141
2025 Q1	$208K	Buy	2,892 +3	+0.1%	+$225	0.02%	139
2024 Q4	$203K	Buy	+2,889	New	+$197K	0.02%	139
2019 Q2	–	Sell	-135	Closed	-$7K	–	415
2019 Q1	$7K	Sell	135 -93	-41%	-$4.57K	﹤0.01%	316
2018 Q4	$11K	Sell	228 -14	-6%	-$717	﹤0.01%	280
2018 Q3	$13K	Hold	242	–	–	﹤0.01%	272
2018 Q2	$13K	Buy	+242	New	+$13K	﹤0.01%	263

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KWMG LLC's WFC Position: Q2 2026 in Review

KWMG LLC held its Wells Fargo (WFC) position steady in Q2 2026 at 2,874 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #145.

KWMG LLC first reported a position in WFC in Q2 2018 and has held it in 11 quarters since. The position peaked at $270K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

KWMG LLC held 2,874 shares of Wells Fargo worth $237K as of Q2 2026.
KWMG LLC left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.02% of KWMG LLC's portfolio in Q2 2026, its #145 holding.
KWMG LLC first reported a position in Wells Fargo in Q2 2018 and has held it in 11 quarters since.
KWMG LLC's Wells Fargo position peaked at $270K in Q4 2025.
1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.