Position history for Kestra Advisory Services, LLC's holdings in WELLS FARGO CO NEW
Kestra Advisory Services, LLC holds 6,671 shares of WFSEC (WELLS FARGO CO NEW), worth $8.1M as of 2025-Q4. The position was decreased (-3.7% shares). WFSEC represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$8.1M
Current Shares
6,671
Total Value Change
-$4.2M
Total Shares Change
-3,731
Other major holders of WFSEC: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 6,671 |
-3.7% |
| $8.1M |
| 0.0% |
| — |
0 |
| 2025-Q3 | Decreased | 6,929 | -31.5% | $8.6M | 0.0% | — | 0 |
| 2025-Q2 | Increased | 10,114 | +1.8% | $11.9M | 0.1% | — | 28 |
| 2025-Q1 | Decreased | 9,940 | -11.6% | $11.9M | 0.1% | — | 0 |
| 2024-Q4 | Increased | 11,243 | +4.0% | $13.4M | 0.1% | — | 29 |
| 2024-Q3 | Increased | 10,805 | +3.9% | $13.9M | 0.1% | — | 29 |
| 2024-Q2 | Increased | 10,402 | +9.2% | $12.3M | 0.1% | — | 31 |