Back to WFC-PA
Kestra Advisory Services, LLC → WFC-PA
Kestra Advisory Services, LLC WFC-PA Position History
Wells Fargo & Company
Quarters held
5
Latest value
$45.9M
Q3 2026
Peak value
$45.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.2M |
| Q4 2025 | $19.1M |
| Q1 2026 | $16.8M |
| Q2 2026 | $45.9M |
| Q3 2026 | $45.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45.9M | 573.6K | — | — |
| Q2 2026 | $45.9M | 556.0K | — | — |
| Q1 2026 | $16.8M | 210.4K | — | — |
| Q4 2025 | $19.1M | 205.3K | — | — |
| Q3 2025 | $16.2M | 193.5K | — | — |
Other funds holding WFC-PA
$24.7B
$22.5B
$20.5B
$12.8B
$11.6B
$11.2B
$11.2B