SEC 13F Intelligence

Kessler Investment Group, LLC / WFC

Kessler Investment Group, LLC’s Wells Fargo & Co Position

Does Kessler Investment Group, LLC own Wells Fargo & Co (WFC)? Not currently — the last reported position was 69.0K shares worth $5M in Q1 2026; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$5M
Q1 2026
Shares
69.0K
% of Portfolio
+2.60%
Quarters Held
20
position exited

Position History WFC

Reported value by quarter
Q2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $6MQ1 ’22: $6MQ1 ’22Q2 ’22: $96,000Q3 ’22: $99,000Q4 ’22: $79,000Q4 ’22Q1 ’23: $56,780Q2 ’23: $64,831Q3 ’23: $62,066Q3 ’23Q4 ’23: $65,364Q1 ’24: $76,971Q2 ’24: $78,870Q2 ’24Q3 ’24: $75,019Q4 ’24: $93,279Q1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ4 ’25: $8MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.0K$5M+2.60%
Q4 202581.9K$8M+3.21%
Q3 202580.5K$7M+2.90%
Q2 202579.0K$6M+2.60%
Q1 202580.5K$6M+2.82%
Q4 20241.3K$93,279+0.04%
Q3 20241.3K$75,019+0.04%
Q2 20241.3K$78,870+0.04%
Q1 20241.3K$76,971+0.05%
Q4 20231.3K$65,364+0.04%
Q3 20231.5K$62,066+0.05%
Q2 20231.5K$64,831+0.05%
Q1 20231.5K$56,780+0.04%
Q4 20221.9K$79,000+0.08%
Q3 20222.5K$99,000+0.08%
Q2 20222.5K$96,000+0.08%
Q1 2022133.6K$6M+3.76%
Q4 2021132.3K$6M+3.57%
Q3 2021118.3K$5M+3.90%
Q2 2021105.3K$5M+3.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kessler Investment Group, LLC’s full portfolio or all institutional holders of WFC.