Position history for Kestra Advisory Services, LLC's holdings in WELLS FARGO & CO
Kestra Advisory Services, LLC holds 6,690 shares of WFSEC (WELLS FARGO & CO), worth $7.7M as of 2026-Q1. The position was increased (+0.3% shares). WFSEC represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$7.7M
Current Shares
6,690
Total Value Change
-$4.6M
Total Shares Change
-3,712
Other major holders of WFSEC: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 6,690 |
+0.3% |
| $7.7M |
| 0.0% |
| — |
27 |
| 2025-Q4 | 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 |