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Managed Portfolio Ser shares owned by Wells Fargo & Company

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Wells Fargo & Company from 13F filings

Historical chart of Wells Fargo & Company investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Wells Fargo & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Wells Fargo & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $70k 2.7k 25.82

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View all positions for Wells Fargo & Company

Top funds holding Managed Portfolio Ser

LPL Financial
Apollon Wealth Management
Heritage Oak Wealth Advisors
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Kestra Advisory Services
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CoreCap Advisors
Sanctuary Advisors
United Advisor Group
Sigma Planning
Cambridge Investment Research Advisors
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
Atria Investments

View all funds holding Managed Portfolio Ser